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Kenneth Glen Poteet

Fidelity Brokerage Services LLC

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About Kenneth Glen Poteet

Kenneth Poteet has been in the financial industry since 1995. Kenneth is currently registered with Fidelity Brokerage Services LLC in Kentucky. Kenneth's experience includes working with Fidelity Investments Institutional Services Company, Inc., and Fidelity Brokerage Services LLC in Massachusetts. Kenneth holds Series 7, 8, 9, 10, 63, and SIE licenses. Kenneth is registered in 18 states including Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia.

Firm Information

Kenneth Poteet is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kenneth Poteet’s Registration & Firm History

KY

08/07/2017 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

KY

01/01/2008 - 09/06/2016

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

MA

09/27/2006 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

MA

03/09/1994 - 09/26/2006

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

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Licenses & Designations

BC

Issued 02/24/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/16/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Kenneth Glen Poteet. Review regulatory record here.
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