Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonya? Claim Your ProfileLonya Mull is a financial advisor at Fidelity Personal and Workplace Advisors. Lonya has been in the financial industry since 2004 and has a wide range of experience. Lonya holds a Series 7, Series 63, Series 66, Series 9 and Series 10 license and is registered in 52 states and the District of Columbia. Lonya is also a Certified Financial Planner. Lonya specializes in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Lonya is committed to providing personalized financial advice and helping clients 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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TN
09/26/2001 - 09/20/2007
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
BOTH
Issued 11/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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