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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miquela? Claim Your ProfileMiquela Adams Harper is a financial advisor with Fidelity Personal and Workplace Advisors. Miquela has been in the financial services industry since 2011. Miquela has a Series 7, 63, and 65 license. Miquela is registered in 24 states and has experience in financial planning, portfolio management, and educational seminars. Before joining Fidelity Personal and Workplace Advisors, Miquela worked as a financial advisor for Wells Fargo Clearing Services, LLC.
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
CA
07/03/2024 - Present
Fidelity Personal AND Workplace Advisors (ROSEVILLE CA)
CA
11/14/2022 - 02/07/2023
WELLS FARGO CLEARING SERVICES, LLC (LOOMIS CA)
IA
Issued 07/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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