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Neville Heinrich McGilchrist

Fidelity Brokerage Services LLC

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About Neville Heinrich McGilchrist

Neville McGilchrist is a financial advisor with over 10 years of experience in the financial services industry. Neville is currently registered with Fidelity Brokerage Services LLC. Neville previously worked at PRINCOR FINANCIAL SERVICES CORPORATION. Neville holds a Series 6, 7, 9, 10, 63 and 65 licenses. Neville is registered in Colorado, Massachusetts, Texas, and Utah.

Firm Information

Neville McGilchrist 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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Neville McGilchrist’s Registration & Firm History

CO

03/13/2015 - Present

Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)

CO

03/27/2012 - 03/10/2015

PRINCOR FINANCIAL SERVICES CORPORATION (Denver CO)

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Licenses & Designations

IA

Issued 06/09/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/30/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/26/2012

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 Neville Heinrich McGilchrist.
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