Unclaimed
Robert Mackenzie Allred is a registered representative with Fidelity Brokerage Services LLC. Robert has been in the industry since 2013. Prior to joining Fidelity Brokerage Services LLC, Robert worked for E*TRADE SECURITIES LLC. Robert holds a Series 3, Series 7, and Series 63 license.
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
01/17/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
OR
08/22/2013 - 10/14/2022
E*TRADE SECURITIES LLC (Portland OR)
BC
Issued 09/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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