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Lisa Marchessault

Fidelity Brokerage Services LLC

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About Lisa Marchessault

Lisa Marchessault is a financial professional with a strong background in the securities industry. Lisa is registered with Fidelity Brokerage Services LLC. Lisa has successfully passed the Series 7, Series 24, and SIE exams and is well-equipped to provide professional financial advice.

Firm Information

Lisa Marchessault 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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Lisa Marchessault’s Registration & Firm History

RI

11/12/2022 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 04/03/2023

Series 24 - General Securities Principal Examination

BC

Issued 11/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lisa Marchessault.
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