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 Fidelity Personal And Workplace Advisors. Bree has been working in the financial services industry since 2006 and has a broad range of experience in financial planning, portfolio management, and investment advisory services. She has held positions at several prominent firms, including Wells Fargo Clearing Services, LLC, MetLife Investors Distribution Company, MetLife Securities Inc., and New England Securities. Bree is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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 1/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/4/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/9/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/28/2007
Series 4 - Registered Options Principal Examination
BC
Issued 6/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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