Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merlin? Claim Your ProfileMerlin Dale Frankis is a registered representative with Fidelity Brokerage Services LLC. Merlin has been in the industry since 2007 and has been with Fidelity Brokerage Services LLC since 2009. Merlin holds the Series 6, 7TO and SIE licenses as well as the Series 63 license. Merlin is registered in all 50 states. Merlin was previously employed by FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
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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2
TX
07/02/2009 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
05/07/2007 - 07/12/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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