Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lashae? Claim Your ProfileLashae McMillan is a financial advisor currently registered with Fidelity Personal And Workplace Advisors in Covington, Kentucky. Lashae McMillan has been working in the financial industry for over six years. Prior to joining Fidelity, Lashae McMillan was previously employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC and Foresters Financial Services, INC. Lashae McMillan is licensed to provide financial advice in 16 states and the District of Columbia. Lashae McMillan is also the owner of The InCrowd LLC, which helps people get connected to brands.
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
KY
06/28/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
VA
12/18/2019 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLONIAL HEIGHTS VA)
VA
11/27/2018 - 11/13/2019
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
02/21/2018 - 08/01/2018
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
VA
12/16/2016 - 01/03/2017
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
BOTH
Issued 01/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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