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Shari Anne Levy

Fidelity Brokerage Services LLC

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About Shari Anne Levy

Shari Levy is a financial advisor with Fidelity Brokerage Services LLC. She is based in Jacksonville, Florida, and has been in the financial services industry since 1991. Shari has a wide range of experience, having worked with several firms over the years. She is registered with FINRA and holds Series 7, 24, 55, 57TO and SIE licenses. Shari is a registered representative in 53 states and the District of Columbia.

Firm Information

Shari Levy is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Shari Levy’s Registration & Firm History

FL

10/08/2021 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

FL

03/30/2010 - 05/04/2020

TRADESTATION SECURITIES, INC. (PLANTATION FL)

FL

11/03/2005 - 01/04/2010

WEISS CAPITAL SECURITIES, INC. (PALM BEACH GARDENS FL)

NY

03/03/2003 - 10/24/2005

MURIEL SIEBERT & CO., INC. (NEW YORK NY)

FL

01/17/1996 - 03/03/2003

YOUR DISCOUNT BROKER, INC. (BOCA RATON FL)

FL

11/15/1991 - 01/31/1996

JW CHARLES CLEARING CORP. (BOCA RATON FL)

FL

12/20/1993 - 01/18/1996

JW CHARLES SECURITIES,INC. (BOCA RATON FL)

FL

08/23/1988 - 03/17/1990

JW CHARLES SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

BC

Issued 03/09/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Shari Anne Levy.
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