Unclaimed
Rosely Zamora is a securities professional with over 6 years of experience in the financial services industry. Rosely is currently registered with Fidelity Brokerage Services LLC and has a wide range of experience working with clients in both Salt Lake City, Utah and Houston, Texas. Rosely holds both Series 7 and Series 66 licenses, as well as the SIE exam.
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
03/28/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
12/10/2020 - 05/05/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
TX
04/22/2016 - 06/27/2019
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
BOTH
Issued 08/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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