Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Reid Perry is a financial advisor with Fidelity Brokerage Services LLC. Stephen holds Series 6, 7TO, and SIE licenses. Stephen is located in Westlake, Texas. Stephen Perry has been in the securities industry since 2012.
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
TX
05/08/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 06/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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