Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Kylee Hawker is a financial advisor with Fidelity Personal and Workplace Advisors, a firm with over 7,900 licensed agents and 14,500 investment advisor representatives. Samantha is registered in 36 states and the District of Columbia to provide securities and investment advisory services. Samantha has been in the industry for 6 years and has a Series 7TO, Series 63, and Series 65 licenses. She is also registered with FINRA and the Securities and Exchange Commission (SEC). Samantha specializes in providing financial planning and investment advice to individuals, businesses, and institutions. She is a dedicated professional who is committed to helping her clients achieve their financial goals.
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
WA
06/17/2024 - Present
Fidelity Personal AND Workplace Advisors (SEATTLE WA)
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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