Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Esther? Claim Your ProfileEsther Searles is a financial advisor with Fidelity Personal And Workplace Advisors. Esther has been in the financial services industry since 2017. She is a Certified Financial Planner and holds Series 7, Series 66, and SIE licenses. Esther specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. She has experience working with a variety of clients, including individuals, businesses, and high-net-worth individuals. Esther is registered to provide investment advice in several states, including Virginia, Texas, California, Colorado, Delaware, District of Columbia, Florida, Maryland, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and West Virginia.
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.
1
2
VA
06/16/2020 - Present
Fidelity Personal AND Workplace Advisors (LANSDOWNE VA)
VA
04/12/2019 - 05/27/2020
TD AMERITRADE, INC. (ASHBURN VA)
MD
04/21/2018 - 04/02/2019
NYLIFE SECURITIES LLC (BETHESDA MD)
VA
08/12/2017 - 03/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (LANSDOWNE VA)
BOTH
Issued 03/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Esther Searles is the right advisor for you? Invested Better is here to help.
