Unclaimed
Samantha Perkins is a financial professional with experience in the securities industry. Samantha joined Fidelity Brokerage Services LLC in November 2017 and currently works in the Covington, Kentucky branch. Samantha holds licenses including Series 7, Series 63, Series 9, and Series 10. Samantha is also registered in Kentucky, Massachusetts, Ohio, Texas, and Utah.
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
KY
11/02/2017 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 11/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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