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Taisly Curtis

Fidelity Brokerage Services LLC

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About Taisly Curtis

Taisly Curtis is a financial professional with Fidelity Brokerage Services LLC. Taisly has been in the industry since April 4, 2019 and has experience with General Securities Representative Examination, Securities Industry Essentials Examination, General Securities Sales Supervisor - General Module Examination, and General Securities Sales Supervisor - Options Module Examination. Taisly is registered in Massachusetts, New Mexico, Texas, and Utah.

Firm Information

Taisly Curtis is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Taisly Curtis’s Registration & Firm History

UT

04/05/2019 - Present

Fidelity Brokerage Services LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 04/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/20/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Taisly Curtis.
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