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Ma rhosallie Forte Charette

Fidelity Brokerage Services LLC

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About Ma rhosallie Forte Charette

Ma rhosallie Charette is a financial professional with over 4 years of experience in the financial services industry. Ma rhosallie is currently registered with Fidelity Brokerage Services LLC and holds the Series 7TO, Series 63, and SIE licenses. Ma rhosallie is licensed to provide investment advice in all 50 states and the District of Columbia. Ma rhosallie previously worked at Empower Financial Services, Inc.

Firm Information

Ma rhosallie Charette 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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Ma rhosallie Charette’s Registration & Firm History

NH

04/29/2023 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

MA

11/06/2018 - 08/24/2022

EMPOWER FINANCIAL SERVICES, INC. (ANDOVER MA)

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Licenses & Designations

BC

Issued 11/19/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/06/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/29/2018

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 Ma rhosallie Forte Charette.
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