Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breese? Claim Your ProfileBreese Renee Pritchard is a financial advisor at Fidelity Personal and Workplace Advisors. Breese has been in the financial industry for over 20 years, and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Breese has a broad range of experience, including portfolio management, financial planning, and investment advisory services. Breese holds a Series 7, Series 6, Series 63, Series 9, and Series 24 licenses. Breese is also a licensed investment advisor in Arizona and California. Breese is committed to providing clients with the highest level of service and expertise.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
08/23/2001 - 05/20/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
CA
10/16/2000 - 08/24/2001
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
Issued 11/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/5/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/11/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/2/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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