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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delilah? Claim Your ProfileDelilah Dawn Taylor is a financial advisor with Fidelity Personal and Workplace Advisors. Delilah has been working in the financial services industry since March 2010. Delilah is registered with FINRA and the state of Texas. Delilah specializes in providing financial advice to high-net-worth individuals, corporations and charitable organizations. The firm Delilah works for has approximately $1 billion to $10 billion in assets under management. Fidelity Personal and Workplace Advisors is a firm that provides financial planning, educational seminars, and selection of other advisors to its 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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 12/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2016
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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