Unclaimed
Shayna Petrey is a financial professional with Fidelity Brokerage Services LLC. Shayna has been in the industry since February 26, 2015 and is licensed to offer securities in 53 states and jurisdictions. Shayna holds the Series 63, Series 7 and SIE licenses. Previously, Shayna was employed by Charles Schwab & Co., Inc.
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
KY
05/11/2022 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
IN
01/22/2015 - 04/04/2022
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BC
Issued 12/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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