Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Lyter is a financial advisor with Fidelity Personal and Workplace Advisors, a firm that manages over $818 billion in assets. Gavin has been in the financial industry since 2022, and has registrations in 55 states and territories. Gavin specializes in providing financial advice to individuals, businesses, and charitable organizations.
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
FL
03/06/2024 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 02/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Gavin Lyter is the right advisor for you? Invested Better is here to help.
