Unclaimed
Sierra Linnell is a financial professional with over 15 years of experience in the industry. Sierra is currently registered with Fidelity Brokerage Services LLC and has held previous roles with Fidelity Investments Institutional Services Company, Inc. Sierra has Series 6, 7, and 63 licenses and the SIE designation.
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
KY
03/02/2016 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
01/01/2008 - 01/14/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
09/20/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 03/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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