Unclaimed
Rebecca Diane Lee is a financial advisor with Fidelity Brokerage Services LLC. Rebecca has been in the financial services industry since July 26, 2005, and holds the Series 63, Series 7 and SIE licenses. Rebecca is registered to conduct business in 53 states and the District of Columbia.
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
UT
07/26/2005 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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