Unclaimed
Mandi M. Burbridge is a registered representative with Fidelity Brokerage Services LLC, a firm that is not actively registered as an investment advisor. Mandi has been in the securities industry since July 28, 2005 and holds Series 7, Series 63 and SIE licenses. Mandi's prior experience includes work at National Financial Services LLC and Fidelity Brokerage Services LLC in Cincinnati, Ohio.
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
KY
02/23/2009 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
02/06/2008 - 12/12/2008
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
OH
07/23/2004 - 07/05/2007
FIDELITY BROKERAGE SERVICES LLC (CINCINATTI OH)
BC
Issued 07/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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