Unclaimed
Tristan Michael Logan is a financial advisor with Fidelity Brokerage Services LLC. Tristan has been in the industry since March 24, 2019. Tristan is a Series 7, Series 9, Series 10, Series 24, Series 63, and SIE licensed advisor, and is registered in 53 states and the District of Columbia. Tristan was previously employed by TD Ameritrade, Inc.
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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2
RI
11/28/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MO
01/25/2018 - 09/29/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 06/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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