Unclaimed
Kerstin Marquardson is a financial professional with Fidelity Brokerage Services LLC. Kerstin has been in the financial services industry since 2018 and holds Series 7, 9, 10, 63, and SIE licenses. Kerstin is registered to provide investment advice in Massachusetts, Texas, and Utah.
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
09/10/2018 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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