Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chanhome? Claim Your ProfileChanhome Soumetho is a registered representative with Fidelity Personal and Workplace Advisors. Chanhome has been in the financial services industry since November 14, 2016. Chanhome is licensed in 53 states and the District of Columbia. Chanhome has passed Series 63, 66 and 7 exams and the SIE. Chanhome has been registered with Fidelity Personal and Workplace Advisors since September 24, 2019. Prior to joining Fidelity Personal and Workplace Advisors, Chanhome was registered with CHARLES SCHWAB & CO., INC. Chanhome specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Chanhome is dedicated to providing the best possible service to their clients.
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.
1
2
TX
09/24/2019 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
TX
11/09/2016 - 10/30/2018
CHARLES SCHWAB & CO., INC. (Austin TX)
BOTH
Issued 09/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Chanhome Soumetho is the right advisor for you? Invested Better is here to help.
