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Liam Coffey

Fidelity Distributors Co. LLC

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About Liam Coffey

Liam Coffey is a financial advisor with Fidelity Distributors Co. LLC. Liam has been in the financial services industry since 2021. Liam is registered with FINRA as a General Securities Representative and holds the Series 7TO, Series 63 and SIE licenses. Liam's current employment began on December 14, 2022 and Liam previously worked with FIDELITY BROKERAGE SERVICES LLC. Liam is registered to sell securities in all 50 states and the District of Columbia.

Firm Information

Liam Coffey is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

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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Liam Coffey’s Registration & Firm History

RI

12/14/2022 - Present

Fidelity Distributors Co. LLC (SMITHFIELD RI)

NH

06/17/2021 - 11/02/2022

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 06/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Liam Coffey.
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