Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Lee is a financial advisor with Fidelity Brokerage Services LLC in DURHAM, NC. Stephanie has been in the financial industry since 2006 and has a wide range of experience in the investment industry. Stephanie has Series 6, 7, 9, 10, 26 and 63 securities licenses. Stephanie's primary focus is on providing individual investors with financial advice and guidance.
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
NC
01/10/2015 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
MA
07/26/2006 - 01/17/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BC
Issued 04/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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