Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherine? Claim Your ProfileSherine Saade is a financial advisor at Fidelity Personal And Workplace Advisors. Sherine has been in the financial services industry since 2006. Sherine has a wide range of experience in the financial industry, working with clients in California and Texas. Sherine's background includes working with clients at First Republic Securities Company, LLC, Fidelity Brokerage Services LLC and Citigroup Global Markets Inc. Sherine specializes in financial planning, portfolio management for businesses and individuals 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
CA
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (BREA CA)
CA
05/21/2015 - 06/19/2018
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
02/02/2011 - 08/18/2014
FIDELITY BROKERAGE SERVICES LLC (EL SEGUNDO CA)
CA
03/17/2009 - 06/17/2010
CITIGROUP GLOBAL MARKETS INC. (MONROVIA CA)
CA
05/29/2007 - 07/16/2007
CITIGROUP GLOBAL MARKETS INC. (GLENDORA CA)
CA
08/28/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (GLENDORA CA)
BOTH
Issued 07/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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