Unclaimed
Michelle Simpson is a registered representative with Fidelity Brokerage Services LLC. Michelle has been in the industry since 2007 and holds Series 6, 7TO, and SIE licenses. Michelle previously worked at Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. Michelle is currently licensed in Rhode Island.
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.
1
2
RI
08/02/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MA
01/01/2008 - 06/24/2008
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
06/26/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BC
Issued 07/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michelle Simpson is the right advisor for you? Invested Better is here to help.