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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deshunnon? Claim Your ProfileDeshunnon Thomas is a financial advisor with Fidelity Personal And Workplace Advisors. Deshunnon has been in the financial industry since 2000, and has a strong track record of success. Deshunnon is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 6, Series 63, Series 66 and SIE licenses. Deshunnon provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Deshunnon has a strong commitment to providing clients with personalized service and guidance, and is dedicated to helping them achieve their financial goals. Deshunnon is also a teacher for Kennesaw State University's CFP curriculum.
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.
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2
FL
09/22/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
GA
03/29/2018 - 04/30/2020
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
11/12/2014 - 03/22/2018
SYNOVUS SECURITIES, INC. (TUCKER GA)
GA
07/23/2013 - 11/14/2014
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
05/03/2011 - 11/02/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
TN
07/16/2007 - 09/06/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
GA
10/21/2005 - 09/13/2006
WACHOVIA SECURITIES, LLC (STONE MOUNTAIN GA)
MA
06/05/2003 - 04/07/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
DE
02/27/2002 - 04/15/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AZ
11/03/2000 - 05/16/2001
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BOTH
Issued 12/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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