Unclaimed
Shelly Kastner is a financial professional with over 16 years of experience in the financial services industry. Kastner is currently registered with Fidelity Brokerage Services LLC. Kastner is licensed to conduct business in 53 states and is a registered principal in the state of New Hampshire.
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
NH
09/04/2006 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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