Invested Better
Unclaimed

Unclaimed

Unclaimed

Teresa Rose Williams

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Teresa? Claim Your Profile

About Teresa Rose Williams

Teresa Rose Williams is a registered representative associated with Fidelity Brokerage Services LLC. Teresa is a licensed securities professional and has been in the industry since September 2022. Teresa holds the Series 7TO, SIE and Series 63 licenses and is registered in over 50 states.

Firm Information

Teresa Williams 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Teresa Williams’s Registration & Firm History

KY

09/29/2022 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

Not sure if Teresa Rose Williams is right for you?

Licenses & Designations

BC

Issued 10/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/22/2022

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 Teresa Rose Williams.
Not sure if Teresa Rose Williams is right for you?