Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Washburn is a financial advisor with Fidelity Brokerage Services LLC. Kellie has been working in the financial industry since 2020 and is licensed in all 50 states. Kellie is a Series 7TO, Series 63, and SIE licensed financial advisor. Kellie's previous experience includes working for Fidelity Brokerage Services LLC in American Fork, UT.
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
UT
05/23/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
07/09/2020 - 01/26/2022
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BC
Issued 07/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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