Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Everhardt is a financial advisor with Fidelity Personal and Workplace Advisors. Cameron has over 14 years of experience in the financial services industry. Cameron is licensed to provide financial advice in 52 states and 2 other jurisdictions. Cameron specializes in financial planning, portfolio management for businesses and individuals, selection of other advisors, and educational seminars. Cameron has worked with a variety of clients, including high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
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
GA
04/11/2023 - Present
Fidelity Personal AND Workplace Advisors (WOODSTOCK GA)
GA
10/03/2019 - 02/02/2023
J.P. MORGAN SECURITIES LLC (MARIETTA GA)
KS
06/20/2016 - 06/21/2019
CETERA INVESTMENT SERVICES LLC (TOPEKA KS)
KS
10/30/2012 - 06/09/2016
SECURITY DISTRIBUTORS (TOPEKA KS)
AZ
03/31/2008 - 06/19/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
BOTH
Issued 10/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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