Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chenley? Claim Your ProfileChenley Elizabeth Sinclair is a financial advisor with Fidelity Personal And Workplace Advisors. Chenley has been in the financial services industry since August 12, 2015. Sinclair has a Series 7, Series 10, Series 9, Series 63, and Series 66 license and is registered with the state of Michigan. Sinclair is registered with FINRA, and is also registered in 20 other states. Chenley is a financial advisor who offers a wide range of services to individuals and businesses. Sinclair is a trusted advisor, and offers financial planning, selection of other advisors, and portfolio management for individuals and businesses.
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
MA
01/11/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 10/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/2/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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