Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shavonne? Claim Your ProfileShavonne Worthy is an Investment Advisor Representative at Fidelity Personal and Workplace Advisors. Shavonne Worthy has been in the securities industry since October 27, 2019, and has held previous positions at Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Wells Fargo Clearing Services, LLC.
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
IL
01/17/2024 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IL
04/07/2023 - 01/02/2024
CHARLES SCHWAB & CO., INC. (South Barrington IL)
IL
03/27/2020 - 03/25/2023
FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)
IL
10/10/2019 - 03/17/2020
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Shavonne Worthy is the right advisor for you? Invested Better is here to help.
