Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Elizabeth Conant is a financial advisor with Fidelity Brokerage Services LLC. Katie has over 6 years of experience in the financial industry and has a strong track record of success. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, and 63 licenses. She is also a Registered Representative of 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.
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2
NH
03/31/2022 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
05/11/2016 - 06/14/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
AZ
06/18/2015 - 02/01/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 06/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
N
New York Stock Exchange
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