Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lanre? Claim Your ProfileLanre Fashakin is a financial advisor with Fidelity Personal and Workplace Advisors. Lanre is registered with the state of Texas and has been in the industry since 2009. Lanre has a variety of specializations including financial planning, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Lanre specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans. Lanre's firm, Fidelity Personal and Workplace Advisors, is a large firm with over 15,000 employees. They manage over $818 Billion in assets. Lanre can help you achieve your 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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 11/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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