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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dionne? Claim Your ProfileDionne Lloyd is a financial advisor with Fidelity Personal And Workplace Advisors. Dionne has been in the industry since 2007. Dionne has a wide range of experience, having previously worked at Wells Fargo Clearing Services, LLC. Dionne is registered to offer advisory services in Connecticut and Texas.
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
CT
09/11/2023 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
CT
07/25/2007 - 04/19/2023
WELLS FARGO CLEARING SERVICES, LLC (GREENWICH CT)
BOTH
Issued 03/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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