Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Twinkle? Claim Your ProfileTwinkle Sonia Mehta is a financial advisor with over 20 years of experience in the industry. She is currently registered with Fidelity Brokerage Services LLC and has been with the firm since 2001. Previously, Mehta was registered with National Financial Services LLC. She is licensed to sell securities in all states and has a strong track record of helping clients reach their financial goals. Mehta holds the Series 7, Series 63, and SIE licenses.
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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RI
03/28/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
06/07/2017 - 02/08/2022
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
12/17/2015 - 04/21/2017
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
04/01/2014 - 11/18/2015
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
08/06/2013 - 01/22/2014
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
04/20/2007 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
02/26/2001 - 12/06/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 04/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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