Unclaimed
Wendy Donna Lessard is a registered representative with Fidelity Brokerage Services LLC. Wendy holds Series 6, 7TO, SIE, and Series 63 licenses. Wendy has been in the industry since January 7, 2016. Wendy is registered in 52 states and the District of Columbia.
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
01/08/2016 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 03/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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