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Lynne Marie Reilly

Fidelity Brokerage Services LLC

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About Lynne Marie Reilly

Lynne Reilly is a financial professional with over 20 years of experience in the financial services industry. Lynne is currently registered with Fidelity Brokerage Services LLC and has been with the firm since 2014. Previously, Lynne worked for Fidelity Investments Institutional Services Company, Inc. as well as Phoenix Equity Planning Corporation. Lynne is licensed to sell securities in all 50 states.

Firm Information

Lynne Reilly 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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Lynne Reilly’s Registration & Firm History

MA

11/06/2014 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

MA

01/01/2008 - 02/04/2008

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

MA

10/01/1995 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

CT

09/27/1994 - 09/26/1995

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NY

11/01/1990 - 03/14/1991

COWEN & CO. (NEW YORK NY)

NY

08/10/1987 - 09/17/1990

SCUDDER FUND DISTRIBUTORS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2021

Series 24 - General Securities Principal Examination

BC

Issued 12/11/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2014

Series 7 - General Securities Representative Examination

BC

Issued 09/26/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lynne Marie Reilly.
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