Unclaimed
Keri Dogan is a financial professional with over 15 years of experience in the securities industry. Keri is currently registered with Fidelity Brokerage Services LLC and holds the Series 7, Series 24, and Series 63 licenses. Keri is licensed in all 50 states and the District of Columbia. Keri is dedicated to providing clients with personalized financial advice and guidance.
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
MA
05/06/2020 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
11/08/2006 - 06/12/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 02/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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