Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Kelly is a financial advisor with Fidelity Brokerage Services LLC. Sarah is registered with FINRA and holds Series 6, 7, and 63 licenses and the SIE. Sarah has over 20 years of experience in the financial services industry, having previously worked at Fidelity Investments Institutional Services Company, Inc.. Sarah has a history of working in Utah and has worked at locations in Salt Lake City, Smithfield and also in Rhode Island.
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.
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UT
01/01/2008 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
05/14/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
06/14/2002 - 10/26/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 05/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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