Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Lalonde is a registered representative of Fidelity Personal And Workplace Advisors. Samantha has been in the industry since October 24, 2022 and holds the Series 66, Series 7TO and SIE exams. Samantha is registered in 21 states including Michigan, Texas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Minnesota, Missouri, New York, North Carolina, Ohio, Virginia, Washington and Wisconsin. Samantha works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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
MI
10/25/2023 - Present
Fidelity Personal AND Workplace Advisors (FARMINGTON MI)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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