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Lisa Marie Benavides

Fidelity Brokerage Services LLC

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About Lisa Marie Benavides

Lisa Benavides is a registered representative with Fidelity Brokerage Services LLC. Lisa is licensed to provide securities related services in all 50 states as well as Puerto Rico and the Virgin Islands. Lisa has passed the Series 7TO, Series 63 and SIE exams and has been in the industry since January 26, 2022.

Firm Information

Lisa Benavides 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 Benavides’s Registration & Firm History

TX

01/27/2022 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 04/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/20/2022

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 Marie Benavides.
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