Unclaimed
Lyndsay Stepkin is a registered representative with Fidelity Brokerage Services LLC. Lyndsay has been in the securities industry since January 30, 2010. Lyndsay is licensed to sell securities in Texas. Fidelity Brokerage Services LLC is a registered broker-dealer.
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.
1
2
TX
11/08/2018 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
02/04/2008 - 11/09/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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