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Marcy Loomis

Fidelity Brokerage Services LLC

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About Marcy Loomis

Marcy Loomis is a financial professional with over 20 years of experience in the financial services industry. She is currently registered with Fidelity Brokerage Services LLC, a firm with a broad range of financial products and services. Prior to her current role, Marcy has held positions at National Financial Services LLC, Fidelity Distributors Company LLC, Fidelity Investments Institutional Services Company, Inc., Putnam Retail Management Limited Partnership, Liberty Funds Distributor, Inc., and John Hancock Funds, Inc. Marcy has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Marcy Loomis 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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Marcy Loomis’s Registration & Firm History

RI

11/05/2020 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

RI

11/10/2020 - 04/04/2022

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

RI

05/17/2020 - 04/04/2022

FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)

RI

01/08/2018 - 08/02/2019

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

05/08/2013 - 08/02/2019

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

06/28/2000 - 01/10/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MA

12/22/1998 - 06/26/2000

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

04/30/1996 - 12/17/1998

JOHN HANCOCK FUNDS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 09/10/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2013

Series 7 - General Securities Representative Examination

BC

Issued 04/29/1996

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 Marcy Loomis.
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