Unclaimed
Taralee Yazzie is a financial advisor with Fidelity Brokerage Services LLC in Salt Lake City, Utah. She holds the Series 7, Series 66 and SIE licenses. Taralee has been in the industry since November 2019 and has experience with Morgan Stanley and E*TRADE Securities LLC.
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.
1
2
UT
03/30/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
05/26/2021 - 01/28/2022
E*TRADE SECURITIES LLC (South Jordan UT)
UT
11/05/2020 - 01/28/2022
MORGAN STANLEY (South Jordan UT)
UT
11/12/2019 - 03/04/2020
MORGAN STANLEY (SOUTH JORDAN UT)
BOTH
Issued 08/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Taralee Yazzie is the right advisor for you? Invested Better is here to help.