Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kameron? Claim Your ProfileKameron Levis is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Kameron is licensed in all 50 states and the District of Columbia. Kameron has been working in the financial industry since 2022, and is currently based in Westlake, TX. Fidelity Personal And Workplace Advisors is a large firm based in Boston, MA with over $800 billion in assets under management. Fidelity Personal And Workplace Advisors specializes in financial planning, educational seminars, and portfolio management for individuals and businesses. Kameron offers a variety of services to clients, including financial planning, portfolio management, and educational seminars. Kameron is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
TX
04/04/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 04/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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