Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Linda Taylor is a financial advisor currently registered with Fidelity Brokerage Services LLC. Loretta is a registered representative with over 1 year of experience in the financial services industry. Loretta holds the Series 7, Series 63, and Series 6 exams.
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
TX
09/07/2022 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
03/12/2021 - 04/10/2022
J.P. MORGAN SECURITIES LLC (MANSFIELD TX)
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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