Unclaimed
Kevin Ngonkeo is a financial advisor with Fidelity Brokerage Services LLC, a firm with a national reach. Kevin has been in the financial services industry since 2001. Kevin has a broad base of experience with a focus on retail clients. Kevin holds a Series 7 and Series 63 license as well as a SIE designation. Fidelity Brokerage Services LLC is a well-established brokerage firm with a strong reputation in the industry.
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
UT
06/09/2008 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
RI
10/07/2002 - 10/27/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
07/03/2001 - 10/07/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kevin Ngonkeo is the right advisor for you? Invested Better is here to help.