Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Lepley is a registered representative with Fidelity Brokerage Services LLC. Katie holds the Series 7TO and SIE licenses. She has been registered in the securities industry since March 1, 2024. Katie is licensed to sell securities in all 50 states and the District of Columbia. She is currently located at the Fidelity Brokerage Services LLC office in Salt Lake City, Utah.
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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UT
03/01/2024 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 03/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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