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Michelle L Simpson

Fidelity Brokerage Services LLC

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About Michelle L Simpson

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.

Firm Information

Michelle Simpson 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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Michelle Simpson’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michelle L Simpson.
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