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Virginia Roulakis

Fidelity Brokerage Services LLC

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About Virginia Roulakis

Virginia Roulakis is a financial professional with over 15 years of experience in the industry. Virginia currently works at Fidelity Brokerage Services LLC. Prior to that, Virginia worked for Wells Fargo Clearing Services, LLC, Morgan Stanley, Chelsea Financial Services, Janney Montgomery Scott LLC, Ridgeway & Conger, Inc. and Gunnallen Financial, Inc. Virginia holds the Series 6, Series 7 and Series 63 securities licenses. Virginia is currently registered to provide financial advice in all 50 states.

Firm Information

Virginia Roulakis 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.

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Virginia Roulakis’s Registration & Firm History

RI

01/08/2024 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

RI

04/05/2023 - 07/11/2023

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

OH

11/22/2022 - 01/06/2023

WELLS FARGO CLEARING SERVICES, LLC (CANFIELD OH)

OH

11/01/2018 - 11/17/2022

MORGAN STANLEY (Pepper Pike OH)

NY

05/08/2018 - 06/06/2018

CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)

PA

12/22/2015 - 06/30/2016

JANNEY MONTGOMERY SCOTT LLC (NEW CASTLE PA)

OH

04/05/2010 - 11/23/2015

RIDGEWAY & CONGER, INC. (BOARDMAN OH)

OH

11/14/2007 - 03/31/2010

GUNNALLEN FINANCIAL, INC (BOARDMAN OH)

OH

12/09/2005 - 10/18/2007

SAXONY SECURITIES, INC. (YOUNGSTOWN OH)

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Licenses & Designations

BC

Issued 09/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2010

Series 7 - General Securities Representative Examination

BC

Issued 12/08/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Virginia Roulakis.
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