Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laveena? Claim Your ProfileLaveena Thankachy sam is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Laveena has been in the financial industry since August 2024. Laveena has a Series 66 license and is registered in Texas. Fidelity Personal and Workplace Advisors is a large firm with over 1.9 million accounts under management and provides investment advisory services to a wide variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans.
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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TX
01/28/2025 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
Active
Inactive
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