Unclaimed
Stephanie Green is a financial advisor with Fidelity Brokerage Services LLC. Stephanie holds the Series 7TO, Series 63, and SIE licenses. Stephanie is registered to offer securities advice in all 50 states, the District of Columbia, and Puerto Rico. Stephanie has been in the financial services industry since March 24, 2022.
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
UT
03/25/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 04/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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