Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Marie Norvell is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with over $800 billion in assets under management. Ann Marie is registered with both FINRA and the Securities and Exchange Commission. She holds the Series 6, 7, 63 and 66 licenses and offers financial planning and portfolio management services to individuals and businesses. Ann Marie also provides educational seminars and helps clients select other advisors when necessary.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (MARIETTA GA)
NC
02/11/2021 - 05/23/2022
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
09/01/2020 - 09/28/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
10/21/2016 - 01/14/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 05/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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