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 with Fidelity Personal AND Workplace Advisors. Breese has been in the industry since 2000. Prior to joining Fidelity Personal AND Workplace Advisors, Breese worked at Transamerica Financial Advisors, Inc. and Transamerica Securities Sales Corporation. Breese holds the Series 6, 7, 9, 24, 63 and 65 licenses. Breese is registered in Arizona, California, Florida and New Mexico.
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
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 12/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
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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