Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Sanchirico is a Registered Representative and Investment Advisor Representative for Fidelity Personal And Workplace Advisors. Kaitlyn has been in the securities industry for 2 years. Kaitlyn is licensed in 38 states. Kaitlyn's firm is Fidelity Personal And Workplace Advisors, which is headquartered in Boston, Massachusetts. Kaitlyn's firm has offices in Virginia Beach, VA. The firm's client types include: high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit-sharing plans, and charitable organizations. The firm's compensation arrangements include fixed fees and percentage of assets. The firm's advisory services include: financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
VA
08/16/2023 - Present
Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)
BOTH
Issued 11/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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