Unclaimed
Kelsey Elizabeth Dunne is a registered representative with Fidelity Brokerage Services LLC. Kelsey has been active in the financial services industry since May 22, 2018 and has passed multiple securities exams, including the Series 7, Series 63, Series 66, Series 9 and Series 10.
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
05/23/2018 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
BOTH
Issued 01/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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