Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Michelle Gregg is a financial advisor with Fidelity Personal AND Workplace Advisors. Shannon has been in the financial industry since November 27, 2004. Shannon is a Registered Representative with the state of Texas. Shannon has been registered with Fidelity Personal AND Workplace Advisors since July 13, 2018. Shannon has previously worked for Edward Jones and Compass Brokerage, Inc. Shannon has a Series 6, Series 7, and Series 63 licenses. Shannon has a Series 66 license. Shannon specializes in portfolio management for individuals and businesses. Shannon also provides financial planning and educational seminars.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (DALLAS TX)
TX
06/04/2008 - 02/28/2012
EDWARD JONES (IRVING TX)
AL
04/24/1998 - 01/11/2002
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 04/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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