Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coulson? Claim Your ProfileCoulson Palmer Rich is a financial advisor with Fidelity Personal AND Workplace Advisors. Coulson is registered in 52 states and the District of Columbia. Coulson holds Series 63, Series 66 and Series 7 licenses. Coulson has been working in the financial services industry since 2021. In addition to his advisory work at Fidelity Personal AND Workplace Advisors, Coulson also has experience in a variety of other industries including healthcare, hospitality and education. Coulson has a strong understanding of the financial needs of individuals and families and is committed to providing personalized financial advice. Coulson's areas of specialization include Retirement Planning, Investment Management, Insurance, Estate Planning, and College Savings.
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
UT
05/24/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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