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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eden? Claim Your ProfileEden Dawn Schwallier is a financial advisor with Fidelity Personal And Workplace Advisors. Eden Dawn Schwallier is registered with the state of Georgia and Texas. They have been in the industry for over 7 years, since 2014. Eden Dawn Schwallier specializes in providing financial planning, educational seminars, and selection of other advisors. They also offer portfolio management for businesses and individuals. Eden Dawn Schwallier is a registered representative of Fidelity Personal And Workplace Advisors and is licensed to provide financial services in all 50 states. They have a Series 65, Series 63, Series 7, and SIE licenses. They have worked for Fidelity Personal And Workplace Advisors since March 2021, prior to that they worked for VALIC FINANCIAL ADVISORS, INC.
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
GA
04/15/2021 - Present
Fidelity Personal AND Workplace Advisors (SMYRNA GA)
GA
05/12/2014 - 04/01/2021
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
IA
Issued 07/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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