Unclaimed
Shaun Lanier is a financial advisor with Fidelity Brokerage Services LLC. Shaun holds the Series 7, Series 63 and SIE licenses and is registered to provide investment advice in Texas. Shaun has been in the industry since August 7, 2000. Fidelity Brokerage Services LLC is a brokerage firm with a focus on providing investment services to individuals and families.
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
TX
08/08/2000 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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