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Kevin Michael McWilliams

Fidelity Brokerage Services LLC

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About Kevin Michael McWilliams

Kevin McWilliams is a financial professional with Fidelity Brokerage Services LLC. Kevin has been in the industry since January 2022 and is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, SIE, and Series 63 licenses. Kevin is registered with the Securities Division of the State of New Hampshire and is also registered to conduct business in 52 other states and territories. Kevin is committed to providing clients with personalized financial advice and guidance.

Firm Information

Kevin McWilliams 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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Kevin McWilliams’s Registration & Firm History

NH

01/27/2022 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 02/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kevin Michael McWilliams.
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