Unclaimed
Sheetal Doshi Brown is a registered representative with Fidelity Brokerage Services LLC. She holds Series 7, Series 24, Series 63, and SIE licenses. Sheetal has been in the industry since December 1993. She has previously worked at Pershing Advisor Solutions LLC, Pershing LLC, and Charles Schwab & Co., Inc. Sheetal is licensed in Alabama, Florida, and Georgia.
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
GA
02/04/2014 - Present
Fidelity Brokerage Services LLC (ATLANTA GA)
FL
09/21/2005 - 01/13/2014
PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)
FL
06/21/2005 - 12/21/2005
PERSHING LLC (ORLANDO FL)
TX
10/15/1993 - 05/24/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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