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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Leigh Chambers is a financial advisor with Fidelity Personal And Workplace Advisors. Katie has been in the industry since February 9, 2016, and holds Series 7, 9, 10, 66 securities licenses. She has experience working with individuals, businesses, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Katie is registered with the state of North Carolina as a Registered Investment Advisor and with Texas as a Registered Investment Advisor – Resident. Katie is also registered with FINRA and has a Series 66 license. Katie offers a variety of financial planning and portfolio management services.
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
02/04/2021 - Present
Fidelity Personal AND Workplace Advisors (RALEIGH NC)
NC
08/31/2020 - 01/05/2021
MORGAN STANLEY (RALEIGH NC)
PA
06/05/2017 - 05/15/2020
M HOLDINGS SECURITIES, INC. (ALLENTOWN PA)
PA
12/18/2015 - 05/12/2017
MORGAN STANLEY (ALLENTOWN PA)
BOTH
Issued 04/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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