Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oanh? Claim Your ProfileOanh Rodricks is a financial advisor at Fidelity Personal and Workplace Advisors in Plano, Texas. Oanh has over 10 years of experience in the financial services industry. Oanh holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Oanh has been registered with Fidelity Brokerage Services LLC since 2011. Oanh is also registered with the state of Texas as an Investment Advisor Representative. Oanh specializes in providing financial planning and investment advice to individuals and businesses.
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
TX
05/03/2019 - Present
Fidelity Personal AND Workplace Advisors (PLANO TX)
TX
05/06/2011 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
GA
04/14/2003 - 12/31/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 03/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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