Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bree? Claim Your ProfileBree Gossaye is a financial advisor with over 15 years of experience in the financial services industry. Bree has a deep understanding of financial planning, portfolio management and wealth management strategies. Currently, Bree works at Fidelity Personal And Workplace Advisors, a firm that offers a wide range of financial services to individuals, families and businesses.
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
NJ
09/08/2022 - Present
Fidelity Personal AND Workplace Advisors (JERSEY CITY NJ)
NC
07/14/2016 - 08/12/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NY
11/13/2013 - 05/31/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MA
11/13/2013 - 05/31/2016
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/13/2013 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
NC
08/19/2010 - 11/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
03/03/2008 - 07/26/2010
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
NC
03/10/2006 - 02/26/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
IA
Issued 01/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/2007
Series 4 - Registered Options Principal Examination
BC
Issued 06/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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