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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Chambers is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Brian has been in the industry since 1997. Brian has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, state or municipal government entities. Brian is registered in 39 states and has passed the Series 63, 65, 7, 9, 10, and SIE exams. Brian is also a registered representative with Fidelity Brokerage Services LLC.
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
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
MO
07/01/2003 - 12/03/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/27/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
10/23/1997 - 10/29/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 02/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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