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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Currey is a financial advisor with Fidelity Personal And Workplace Advisors in Germantown, Tennessee. Ellen has been in the financial industry since 2017 and has a strong understanding of the investment landscape. Ellen is dedicated to helping her clients achieve their financial goals through personalized advice and strategies. She provides a variety of services, including financial planning, investment management, and educational seminars. Ellen is committed to providing her clients with the knowledge and resources they need to make informed financial decisions. Ellen is registered with the Securities and Exchange Commission (SEC) and holds Series 66, Series 63, Series 7 and SIE licenses. She is also registered as an Investment Advisor Representative in Tennessee 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
TN
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (GERMANTOWN TN)
TN
04/23/2020 - 02/02/2023
FIDELITY BROKERAGE SERVICES LLC (GERMANTOWN TN)
TN
08/18/2017 - 07/16/2019
FIDELITY BROKERAGE SERVICES LLC (GERMANTOWN TN)
BOTH
Issued 01/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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