Unclaimed
Makenzie Wardle is a registered representative with Fidelity Brokerage Services LLC. Makenzie is licensed to offer securities in 53 states, District of Columbia, Puerto Rico and the US Virgin Islands. Makenzie has passed the Series 7TO, Series 63 and the SIE exams. Makenzie joined Fidelity Brokerage Services LLC on December 14, 2023.
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
UT
12/14/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 01/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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