Invested Better
Unclaimed

Unclaimed

Unclaimed

Rebecca Jeanne Lagrassa

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rebecca? Claim Your Profile

About Rebecca Jeanne Lagrassa

Rebecca Jeanne Lagrassa is a financial professional with over 13 years of experience in the industry. Rebecca has a strong track record of success in the financial services industry. Rebecca is currently registered with Fidelity Brokerage Services LLC and holds the following licenses: Series 6, 7, 26, 63 and SIE. Rebecca has a strong understanding of the financial markets and a commitment to providing her clients with personalized advice and service. Rebecca is a valuable asset to any team and is committed to helping her clients achieve their financial goals.

Firm Information

Rebecca Lagrassa 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rebecca Lagrassa’s Registration & Firm History

NH

12/02/2021 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

NH

06/18/2019 - 06/03/2020

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

NH

06/16/2008 - 12/01/2017

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

Not sure if Rebecca Jeanne Lagrassa is right for you?

Licenses & Designations

BC

Issued 05/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 12/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/15/2008

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 Rebecca Jeanne Lagrassa.
Not sure if Rebecca Jeanne Lagrassa is right for you?