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Lara K Anderson

Fidelity Brokerage Services LLC

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About Lara K Anderson

Lara Anderson has been in the financial services industry since 2006. Lara is currently registered with Fidelity Brokerage Services LLC. Previously, Lara was registered with Prudential Investment Management Services LLC, USI Securities, Inc., MML Investors Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, GWFS Equities, Inc., and NYLIFE Distributors LLC. Lara has a Series 6, 7, 26, 31, 63, and 65 license. Lara is a financial advisor working in the Merrimack, NH branch.

Firm Information

Lara Anderson 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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Lara Anderson’s Registration & Firm History

NH

06/22/2022 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

CT

09/03/2015 - 04/01/2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

CT

01/10/2013 - 08/27/2015

USI SECURITIES, INC. (GLASTONBURY CT)

MA

10/29/2010 - 10/07/2011

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

06/01/2009 - 08/03/2009

MORGAN STANLEY SMITH BARNEY (EAST HARWICH MA)

MA

12/23/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (EAST HARWICH MA)

MA

01/18/2007 - 08/14/2008

GWFS EQUITIES, INC. (FRAMINGHAM MA)

MA

12/14/2004 - 01/03/2007

NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)

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Licenses & Designations

IA

Issued 01/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 12/22/2008

Series 7 - General Securities Representative Examination

BC

Issued 12/13/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lara K Anderson.
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