Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sairon? Claim Your ProfileSairon Tekleab is a financial advisor with Fidelity Personal and Workplace Advisors. Sairon has been in the financial industry since 2008 and holds multiple industry licenses and designations, including Series 6, 7, 63, and 65 licenses, and the Certified Financial Planner designation. Sairon provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Sairon's experience with Fidelity dates back to 2007, and Sairon has a strong focus on providing personalized financial advice to clients.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
01/01/2008 - 05/16/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
11/29/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
IA
Issued 08/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Sairon Tekleab is the right advisor for you? Invested Better is here to help.
