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Canisha Harris

Fidelity Personal AND Workplace Advisors

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About Canisha Harris

Canisha Harris is a financial advisor with Fidelity Personal And Workplace Advisors. Canisha has been in the financial services industry for over a year and is registered to provide investment advice in Arkansas, Mississippi, Tennessee, and Texas. Canisha has Series 7TO, Series 66, and SIE licenses. Canisha's previous experience includes roles with MML Investors Services, LLC, MassMutual Life Insurance/ Capital Financial Group, Verizon, Thrifty White Pharmacy, Robert Half, Regions Bank, Immerse Arkansas, LCPB Financial Services LLC, YMCA of Memphis and The Mid-South, Intuit Inc., and Fidelity Investments.

Firm Information

Canisha Harris is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal AND Workplace Advisors is a large investment firm based in Boston, Massachusetts. They offer a wide range of financial services, including financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. They manage over $818 billion in assets for a diverse client base, including high-net-worth individuals, corporations, pension plans, and state and municipal government entities. They also offer wrap fee programs for their clients. The firm is registered with the SEC and has a long history of providing investment advice and financial services.
Fidelity Personal AND Workplace Advisors

7628 W. FARMINGTON BLVD STE 110

GERMANTOWN, TN 38138

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Canisha Harris’s Registration & Firm History

TN

02/13/2023 - Present

Fidelity Personal AND Workplace Advisors (GERMANTOWN TN)

TN

03/23/2022 - 09/13/2022

MML INVESTORS SERVICES, LLC (Memphis TN)

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Licenses & Designations

BOTH

Issued 5/19/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 1/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Canisha Harris.
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