Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamell? Claim Your ProfileJamell Wright is an investment advisor representative at Fidelity Personal And Workplace Advisors, located in Charlotte, North Carolina. Jamell is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since June 2023. They have passed the General Securities Representative Examination, Securities Industry Essentials Examination and Uniform Combined State Law Examination. They are registered in 53 states and the District of Columbia. Jamell is affiliated with UBS Financial Services Inc.. Jamell's previous experience includes roles at UBS Financial Services Inc., US Army Reserve, Fidelity Investment and US Army.
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
NC
01/27/2025 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
NC
06/01/2023 - 12/14/2023
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 09/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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