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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shilpa? Claim Your ProfileShilpa Dunn is an investment advisor representative with Fidelity Personal And Workplace Advisors. Shilpa Dunn has been in the industry since February 10, 2014. Shilpa Dunn is registered with the Securities and Exchange Commission and has been approved to provide advisory services in Florida and Texas. Shilpa Dunn is also licensed as a securities agent in 53 states and territories. Prior to joining Fidelity Personal And Workplace Advisors, Shilpa Dunn worked at VOYA FINANCIAL PARTNERS, LLC in Jacksonville, Florida. Shilpa Dunn is licensed to provide investment advice to individuals, businesses, pension plans, and charitable organizations. Shilpa Dunn specializes in 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.
1
2
FL
04/26/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
01/27/2014 - 04/10/2019
VOYA FINANCIAL PARTNERS, LLC (JACKSONVILLE FL)
BOTH
Issued 04/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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