Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shantell? Claim Your ProfileShantell McKynsie Bryant is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors. Shantell has been in the financial services industry since January 26, 2017. Shantell is registered with the state of California and has passed the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE exams. Shantell has a strong track record of providing financial planning, portfolio management, and educational seminars to clients.
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
CA
11/25/2020 - Present
Fidelity Personal AND Workplace Advisors (MORGAN HILL CA)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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