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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Tansy Malcolm is a financial advisor with over five years of experience. April currently works at Fidelity Personal And Workplace Advisors in Covington, Kentucky. April has worked at several other firms including Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. April is a Registered Representative with FINRA and is registered to provide advisory services in all 50 states. April has passed the Series 7, SIE, and Series 66 exams. April specializes in working with individuals and businesses, providing financial planning, educational seminars and portfolio management services.
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
KY
02/28/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NC
05/31/2019 - 09/09/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NJ
05/11/2018 - 10/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 08/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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