Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Souriya? Claim Your ProfileSouriya Khaophachanh is a financial professional with over 10 years of experience in the industry. Souriya is currently registered with Fidelity Personal And Workplace Advisors, and has been with the firm since July 2020. Before joining Fidelity Personal And Workplace Advisors, Souriya worked at Northwestern Mutual Investment Services, LLC, where Souriya held various roles. Souriya is licensed to provide financial advice in 52 states, including Utah and Texas, where Souriya holds a resident Investment Advisor registration. Souriya offers a range of services including financial planning, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
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
UT
12/23/2020 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
FL
04/10/2015 - 06/30/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
FL
10/21/2010 - 02/24/2015
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 04/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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