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Kathleen M Jeye

Fidelity Brokerage Services LLC

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About Kathleen M Jeye

Kathleen Jeye is a financial professional with over 30 years of experience in the industry. Kathleen began her career in 1987 and has worked for a variety of firms, including Fidelity Brokerage Services LLC, Gowell Securities Corporation, and Keystone Provident Financial Services Corp. Kathleen is currently registered with Fidelity Brokerage Services LLC.

Firm Information

Kathleen Jeye is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kathleen Jeye’s Registration & Firm History

NH

08/09/2024 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

NH

01/15/1994 - 12/16/2022

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

MA

10/08/1993 - 12/31/1993

GOWELL SECURITIES CORPORATION (BOSTON MA)

NA

06/18/1987 - 09/14/1988

KEYSTONE PROVIDENT FINANCIAL SERVICES CORP.

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Licenses & Designations

IA

Issued 08/01/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1993

Series 7 - General Securities Representative Examination

BC

Issued 06/17/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kathleen M Jeye.
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