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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Fitzsimmons is a financial advisor with LPL Financial LLC and Summit Global Investments, LLC. Abraham is registered with the state of Colorado as both a broker-dealer and an investment advisor. Abraham has a strong background in the financial services industry and has been working in the field since 2017. Abraham has a variety of experience in the financial services industry and specializes in providing financial advice to individuals, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
01/01/2025 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
05/01/2017 - 09/18/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
BC
Issued 02/21/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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