Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Ellen Marshall is a financial advisor with Fidelity Brokerage Services LLC. She is registered with the state of Massachusetts and has been in the industry since July 20, 2014. Kathleen has passed the Series 63, Series 7, and SIE exams. Fidelity Brokerage Services LLC is a well-known and respected firm in the financial industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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MA
07/21/2014 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
BC
Issued 08/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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