Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Dacosta is a financial advisor with Fidelity Brokerage Services LLC. Susan is licensed to provide securities and investment advice in all 50 states. Susan has passed the Series 63, 7TO, SIE and Series 24 exams. Susan's registration with FINRA and the SEC is active.
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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MA
03/22/2021 - Present
Fidelity Brokerage Services LLC (FRAMINGHAM MA)
BC
Issued 01/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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