Unclaimed
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.
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.
1
2
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.
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kathleen Jeye is the right advisor for you? Invested Better is here to help.