Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chance? Claim Your ProfileChance Ernest Meeks is a financial advisor with Fidelity Personal and Workplace Advisors. Chance has been in the industry since 2012. Chance has a Series 7, Series 63, Series 9, Series 10, and Series 65 licenses. Chance's prior experience is with Fidelity Investments Institutional Services Company, Inc.. Chance is registered in Arizona, Massachusetts, Texas and Utah. Chance is also a board member for Parents of Addicted Loved Ones and a bass player for the Die Cast Replicas 90s Cover Band.
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)
TX
08/13/2012 - 02/25/2014
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
IA
Issued 04/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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