Unclaimed
Katie Ann Bryant is a financial professional with over 5 years of experience in the securities industry. Katie is currently registered with Fidelity Brokerage Services LLC and has been working with them since July 2020. Prior to that, Katie held a similar position at Fidelity Brokerage Services LLC for almost 3 years. Katie is licensed to sell securities in the United States and has passed the Series 7, Series 63, and SIE exams.
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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2
NH
07/27/2020 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
10/03/2017 - 04/09/2020
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 10/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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