Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shreya? Claim Your ProfileShreya Modi is a financial advisor at Fidelity Personal And Workplace Advisors. Shreya has been in the industry since 2015 and holds Series 6, 7, 63, and 66 licenses. Shreya is also a Certified Financial Planner. Shreya is registered to provide investment advisory services in Florida and Texas.
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
FL
05/07/2021 - Present
Fidelity Personal AND Workplace Advisors (SANFORD FL)
FL
09/22/2020 - 02/23/2021
MML INVESTORS SERVICES, LLC (Orlando FL)
FL
04/24/2018 - 03/07/2019
LINCOLN INVESTMENT (Orlando FL)
FL
06/27/2016 - 04/20/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Gainsville FL)
FL
02/20/2015 - 06/22/2016
C C F INVESTMENTS, INC. (Gainesville FL)
GA
02/04/2014 - 02/23/2015
ONEAMERICA SECURITIES, INC. (ATLANTA GA)
GA
04/08/2013 - 09/10/2013
WELLS FARGO ADVISORS, LLC (LAWRENCEVILLE GA)
BOTH
Issued 04/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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