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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rickey? Claim Your ProfileRickey Simpson is a financial advisor with Fidelity Personal and Workplace Advisors. Rickey has been in the financial services industry since January 2017. Rickey is licensed to provide financial advice in 53 states and the District of Columbia. Prior to joining Fidelity Personal and Workplace Advisors, Rickey was a financial advisor at First Command Financial Planning, Inc.. Rickey is a Series 7 and Series 66 licensed representative and holds the SIE designation. Rickey is also a Director at Fort Worth Student Athlete Benefit, a charitable organization.
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
03/11/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
01/05/2017 - 02/15/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (Irving TX)
BOTH
Issued 03/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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