Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Okwuchi? Claim Your ProfileOkwuchi Vera Uhiara is a financial advisor with Fidelity Personal And Workplace Advisors. Okwuchi Uhiara has been in the financial services industry since 2014. Okwuchi Uhiara has a series 7, Series 63, and Series 66 license. Okwuchi Uhiara is registered with both FINRA and the state of Texas. Okwuchi Uhiara is also registered with the state of North Carolina. Okwuchi Uhiara offers a range of financial services, including financial planning, portfolio management, and educational seminars.
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
NC
06/17/2021 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
TX
06/16/2020 - 04/12/2021
ALLSTATE FINANCIAL SERVICES, LLC (Houston TX)
TX
02/28/2019 - 05/08/2020
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
01/08/2016 - 06/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
04/17/2015 - 10/16/2015
HORNOR, TOWNSEND & KENT, INC. (HOUSTON TX)
TX
09/06/2013 - 04/10/2015
AXA ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 01/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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