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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eilish? Claim Your ProfileEilish Fitzgerald Clarkson is a financial advisor with Fidelity Personal and Workplace Advisors. Eilish has been a financial advisor since 2001 and has a strong background in financial planning and portfolio management. Eilish is registered to provide investment advice in 48 states and holds several professional designations, including Certified Financial Planner. In addition to managing investments for individuals and families, Eilish provides financial planning services, including retirement planning, college savings planning, and estate planning.
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
MA
01/23/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
VA
06/17/2009 - 10/20/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
VA
04/26/2005 - 12/15/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
NY
07/19/2001 - 08/01/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 10/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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