Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Morrissey has over 15 years of experience in the financial services industry. Margaret is currently registered with Fidelity Brokerage Services LLC. Margaret is Series 7 and Series 63 licensed and holds the SIE designation. In previous roles, Margaret was employed by National Financial Services LLC and Fidelity Brokerage Services LLC in Boston, MA and Smithfield, RI.
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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RI
11/10/2014 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
05/24/2007 - 02/05/2014
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
02/14/2006 - 05/04/2007
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 03/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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