Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hope? Claim Your ProfileHope Slay is a financial advisor with Fidelity Personal And Workplace Advisors. Hope has been in the financial industry since 2006. Hope is registered with FINRA and holds a Series 63, Series 66, Series 7, Series 9, Series 10, and SIE licenses. Hope is licensed in Florida, Massachusetts, Texas, and Utah. Hope also holds a registered Investment Adviser Representative license in Florida and Texas. Hope's firm manages assets between $1 billion and $10 billion. Hope has a long history of working with clients, including individuals, corporations, high net worth individuals, and pension and profit-sharing plans. Hope provides financial planning, educational seminars, portfolio management, and selection of other advisors.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 12/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/09/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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