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Teri Lecours Plonsky

Fidelity Distributors Co. LLC

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About Teri Lecours Plonsky

Teri Lecours Plonsky is a financial professional with over 25 years of experience in the securities industry. Teri is currently registered with Fidelity Distributors Co. LLC and is licensed to sell securities in all 50 states and the District of Columbia. Teri holds the Series 6, 7 and 63 securities licenses as well as the SIE exam. Teri began their career in 1997.

Firm Information

Teri Plonsky is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

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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Teri Plonsky’s Registration & Firm History

RI

11/21/1997 - Present

Fidelity Distributors Co. LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 11/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/17/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Teri Lecours Plonsky.
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