Unclaimed
Savanna Carter Smith is a financial advisor with Fidelity Brokerage Services LLC, registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since 2023. Savanna has passed the Series 63, 7TO, and SIE exams. Savanna is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Savanna is a licensed securities agent with FINRA.
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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2
UT
01/06/2024 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 02/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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