Unclaimed
Katrina Lawrence is a financial professional with over 1 year of experience in the financial services industry. She is a registered representative with Fidelity Brokerage Services LLC and holds Series 7TO, Series 63 and SIE licenses. Katrina is licensed in all 50 states and the District of Columbia. Katrina is dedicated to providing her clients with personalized financial advice and guidance.
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
NC
05/31/2023 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
BC
Issued 06/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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