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Tameshia Lashelle Butler

Fidelity Personal AND Workplace Advisors

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About Tameshia Lashelle Butler

Tameshia Lashelle Butler is a financial advisor with Fidelity Personal And Workplace Advisors. Tameshia has been in the financial services industry since 2010. Tameshia is registered with FINRA and holds the Series 7, Series 66 and SIE licenses. Tameshia has experience working with individual clients as well as corporations and non-profit organizations. Tameshia also provides financial planning services to individuals and businesses.

Firm Information

Tameshia Butler is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tameshia Butler’s Registration & Firm History

MA

07/13/2023 - Present

Fidelity Personal AND Workplace Advisors (BOSTON MA)

FL

05/25/2010 - 01/07/2011

EDWARD JONES (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 6/16/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/24/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Tameshia Lashelle Butler. Review regulatory record here.
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