Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Simmons is a financial advisor at Fidelity Personal And Workplace Advisors. Cameron has been in the financial industry since 2015. Cameron is registered in 23 states and is Series 63, 66, 7 and SIE licensed. Cameron has experience with TD Ameritrade. Cameron is passionate about helping clients reach their financial goals. Cameron believes in building strong relationships with clients and providing personalized financial advice.
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
KS
09/22/2020 - Present
Fidelity Personal AND Workplace Advisors (OVERLAND PARK KS)
KS
04/12/2018 - 05/12/2020
TD AMERITRADE, INC. (OVERLAND PARK KS)
TX
04/13/2015 - 03/23/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 08/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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