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Megan Victoria See

Fidelity Brokerage Services LLC

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About Megan Victoria See

Megan Victoria See is a financial advisor with Fidelity Brokerage Services LLC. Megan is a licensed securities professional and has been in the financial services industry for over 3 months. Megan is registered with FINRA and is also registered in 53 states across the country. Megan's professional qualifications include the Series 7, Series 63 and SIE exams.

Firm Information

Megan See 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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Megan See’s Registration & Firm History

TX

03/24/2023 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 04/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Megan Victoria See.
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