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Nicole Kaili Dynak

Fidelity Brokerage Services LLC

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About Nicole Kaili Dynak

Nicole Dynak is a financial advisor with Fidelity Brokerage Services LLC, based in Westlake, TX. Nicole has been in the industry since September 2020 and holds Series 7TO, Series 63, Series 10, and Series 9 licenses. She is registered in Massachusetts, Texas, and Utah. Nicole is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Nicole Dynak 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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Nicole Dynak’s Registration & Firm History

TX

10/01/2020 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 10/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/13/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/24/2020

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 Nicole Kaili Dynak.
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