Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy Lynn Shingary-morris is an investment advisor representative at Fidelity Personal And Workplace Advisors. Brandy has been working in the financial industry since September 4, 2007. Brandy is registered with FINRA and in 45 states. Brandy is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative in Ohio and Texas. Brandy is a registered representative of Fidelity Personal And Workplace Advisors.
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
OH
08/23/2022 - Present
Fidelity Personal AND Workplace Advisors (COLUMBUS OH)
OH
10/19/2016 - 06/01/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (COLUMBUS OH)
OH
07/28/2009 - 11/02/2015
MANNING & NAPIER INVESTOR SERVICES, INC. (DUBLIN OH)
OH
08/31/2007 - 04/28/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTERVILLE OH)
OH
06/19/2007 - 09/05/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBUS OH)
CO
10/06/2004 - 10/31/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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