Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheetal? Claim Your ProfileSheetal Kelkar is a financial professional with over 12 years of experience in the industry. Sheetal is currently registered with Fidelity Brokerage Services LLC and is licensed to provide investment advice in all 50 states and the District of Columbia. Previously, Sheetal worked for Fidelity Brokerage Services LLC in Southlake, TX, and Ann Arbor, MI.
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
TX
09/02/2022 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
07/14/2010 - 09/21/2020
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
MI
07/15/2008 - 12/01/2009
FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)
IA
Issued 12/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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