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Shayna Petrey

Fidelity Brokerage Services LLC

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About Shayna Petrey

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.

Firm Information

Shayna Petrey 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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Shayna Petrey’s Registration & Firm History

KY

05/11/2022 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

IN

01/22/2015 - 04/04/2022

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Shayna Petrey. Review regulatory record here.
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