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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandi? Claim Your ProfileBrandi Elizabeth Beghtel is an investment advisor representative at Fidelity Personal and Workplace Advisors. She is registered with the Securities and Exchange Commission and has been in the financial industry since 2011. Brandi Elizabeth Beghtel specializes in financial planning, portfolio management for individuals and businesses, and providing educational seminars. Brandi Elizabeth Beghtel is also a fitness instructor and helps with the clerical needs for the owner of Roofs Solar and More.
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
NC
07/08/2021 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
PA
09/08/2011 - 08/30/2016
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
UT
03/25/2011 - 07/07/2011
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 07/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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