Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shae? Claim Your ProfileShae Magnuson is a financial advisor with Fidelity Personal and Workplace Advisors. Shae has been in the financial industry since October 2020. Shae has a Series 63, Series 7TO, Series 9, Series 10 and SIE license. Shae holds registrations in multiple states, and works out of the firm’s office in Greenwood Village, Colorado. Shae offers a wide range of services, including financial planning, educational seminars, and selection of other advisors. Shae also offers portfolio management for businesses and individuals.
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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CO
11/22/2024 - Present
Fidelity Personal AND Workplace Advisors (LITTLETON CO)
BC
Issued 10/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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