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Mary P Lafortune chase

Fidelity Brokerage Services LLC

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About Mary P Lafortune chase

Mary Lafortune chase is a financial advisor with over 20 years of experience in the industry. Mary is currently registered with Fidelity Brokerage Services LLC. Previously, Mary worked with RBC Capital Markets, LLC, MML Investors Services, LLC, MML Distributors, LLC and Raymond James & Associates, Inc. Mary is licensed in 53 states and has passed the Series 63, Series 9, Series 31, Series 7, and SIE exams. Mary is committed to providing personalized financial advice and investment solutions to help clients achieve their financial goals.

Firm Information

Mary Lafortune chase 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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Mary Lafortune chase’s Registration & Firm History

NH

02/28/2022 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

MA

02/17/2021 - 01/11/2022

RBC CAPITAL MARKETS, LLC (GREAT BARRINGTON MA)

MA

12/22/2009 - 10/01/2020

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

12/22/2009 - 08/07/2013

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

04/21/2006 - 01/12/2009

RAYMOND JAMES & ASSOCIATES, INC. (SPRINGFIELD MA)

NY

12/22/1999 - 04/28/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 03/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Mary P Lafortune chase.
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