Unclaimed
Lezlie Vance is a financial advisor with Fidelity Brokerage Services LLC and has over 20 years of experience in the industry. Lezlie has a strong background in securities and investment products. Lezlie has held a Series 7TO, Series 63, and Series 6 license since 2001 and has been registered with FINRA since 2008. Lezlie is licensed to provide financial services in 52 states and is also registered with Fidelity Investments Institutional Services Company, Inc.
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
KY
01/01/2008 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
08/31/2001 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 09/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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