Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Ann santos Tolley has been in the financial services industry since 2007. Kellie is currently registered with Fidelity Brokerage Services LLC in Smithfield, RI. Kellie has been with Fidelity since 2012. Prior to that, she worked at Fidelity from 2004 to 2010. Kellie holds the Series 7, Series 63, and SIE licenses.
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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RI
12/10/2015 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
03/26/2012 - 01/02/2014
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
01/19/2004 - 07/23/2010
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 04/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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