Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Versaw is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management. Graham has been in the financial services industry for over four years and has a strong track record of success. Graham is a Certified Financial Planner and a Chartered Financial Analyst. Graham is dedicated to providing clients with personalized financial advice and helping them reach their financial goals. Graham is registered with the state of Pennsylvania and Texas as both a Broker and an Investment Advisor. Graham also holds the Series 7 and 66 securities licenses and the SIE exam.
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
PA
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (PITTSBURGH PA)
PA
10/15/2018 - 04/21/2022
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 11/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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