Unclaimed
Krista Lynn Roberts is a registered representative with Fidelity Brokerage Services LLC. Roberts has been in the securities industry for over 3 years, and has held the Series 63, Series 7TO, and SIE licenses. Roberts is registered to provide securities advice in 53 states.
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
TX
07/01/2019 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 07/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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