Unclaimed
Keri Gallegos is a financial advisor with Fidelity Brokerage Services LLC. Keri has been in the financial services industry since February 2023 and is registered with FINRA and the state of Texas. Keri's professional licenses include the Series 7TO, Series 63, and SIE exams. Keri is committed to providing comprehensive financial advice to individuals and families.
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
TX
02/18/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 03/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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