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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Chambers is an investment advisor representative with Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management. Shannon has been in the financial services industry for over 10 years and holds Series 6, 7, 9, 10, 63, and 66 securities licenses. Shannon is registered to provide investment advice in Colorado, Massachusetts, Texas, and Utah. Shannon is a member of FINRA, a self-regulatory organization for the securities industry, and provides financial planning, portfolio management, and educational seminar services.
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
CO
09/13/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
10/01/2012 - 07/14/2015
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DENVER CO)
BOTH
Issued 09/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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