Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shedrick? Claim Your ProfileShedrick Leon Grimsley is a registered representative with Fidelity Personal and Workplace Advisors. Shedrick Grimsley has been in the financial industry since March 2023. Shedrick Grimsley is currently licensed in 54 states. Shedrick Grimsley is registered as an Investment Adviser Representative (IAR) in New Hampshire and Texas. Shedrick Grimsley specializes in providing financial advice to high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations. Shedrick Grimsley's firm, Fidelity Personal and Workplace Advisors, is a large financial services firm with over $818 billion in assets under management. Shedrick Grimsley's firm offers a variety of financial services, including financial planning, portfolio management, 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.
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2
NH
03/11/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 02/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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