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Kevin Paul Ross

Fidelity Brokerage Services LLC

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About Kevin Paul Ross

Kevin Paul Ross is a financial advisor at Fidelity Brokerage Services LLC. Kevin has been in the financial services industry since 2007. Kevin holds the Series 6 and Series 63 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Fidelity Brokerage Services LLC is a subsidiary of Fidelity Investments, a leading provider of financial services.

Firm Information

Kevin Ross 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 Ross’s Registration & Firm History

TX

01/03/2012 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

RI

03/22/2011 - 01/03/2012

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

02/22/2007 - 09/28/2010

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 02/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Paul Ross.
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