Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaunda? Claim Your ProfileShaunda Leandra Moore is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Shaunda has been in the financial services industry since May 2018. She holds a Series 6, 7TO, 9, 10, 63, and 65 licenses. Shaunda is registered with the state of North Carolina and Texas. She previously worked with WELLS FARGO CLEARING SERVICES, LLC and CITIZENS SECURITIES, INC. Shaunda is a dedicated financial professional with extensive experience in providing personalized financial advice and investment management 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.
1
2
NC
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (CARY NC)
DE
04/04/2018 - 12/15/2020
WELLS FARGO CLEARING SERVICES, LLC (MILLVILLE DE)
DE
06/29/2017 - 03/08/2018
CITIZENS SECURITIES, INC. (LEWES DE)
IA
Issued 09/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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