Unclaimed
Delores Nuamah is a financial advisor at Fidelity Personal And Workplace Advisors. Delores has been in the financial industry since 2003, and has been a registered representative with FINRA and a licensed investment advisor. Delores specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Delores has worked at several other firms in the past, including MML Investors Services, LLC and UBS Financial Services Inc. Delores' experience and expertise can help you achieve your financial goals.
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
NJ
07/28/2020 - Present
Fidelity Personal AND Workplace Advisors (MORRISTOWN NJ)
NJ
03/25/2017 - 06/23/2020
MML INVESTORS SERVICES, LLC (Warren NJ)
NJ
06/01/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NJ
11/14/2008 - 01/02/2015
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
11/14/2008 - 02/24/2012
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
11/14/2008 - 02/24/2012
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
05/22/2006 - 03/26/2007
CUSO FINANCIAL SERVICES, L.P. (BRIDGEWATER NJ)
NJ
08/05/2005 - 05/25/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
07/20/2004 - 06/22/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
12/18/2002 - 07/09/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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