Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sierra? Claim Your ProfileSierra Sun is a financial advisor registered with Fidelity Brokerage Services LLC. Sierra is licensed in 22 states. Prior to joining Fidelity Brokerage Services LLC, Sierra worked as a financial advisor at J.P. Morgan Securities LLC. Sierra has passed the Series 7TO, Series 6TO, and SIE exams and the Uniform Securities Agent State Law Examination (Series 63).
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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CA
04/24/2022 - Present
Fidelity Brokerage Services LLC (PALO ALTO CA)
CA
01/03/2020 - 04/14/2022
J.P. MORGAN SECURITIES LLC (PALO ALTO CA)
BC
Issued 02/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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