Unclaimed
Katlyn Gosch is a financial advisor registered with Fidelity Brokerage Services LLC, a well-established and respected firm. Katlyn has a strong foundation in the financial industry, having passed several securities exams, including Series 63, Series 7TO, and Series 9. Katlyn's dedication to professional development is evident in her recent achievement of the Series 10 exam. Katlyn is committed to providing comprehensive financial guidance to her clients.
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
TX
09/09/2020 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 09/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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