Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammie? Claim Your ProfileTammie Lee Wong is a registered representative with Fidelity Personal And Workplace Advisors. Tammie has been in the securities industry since November 11, 2020 and is registered with FINRA. She is also a registered investment advisor representative and has a Series 7TO and Series 66 license.
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
10/04/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRITT ISLAND FL)
FL
01/21/2020 - 11/30/2020
EQUITABLE ADVISORS, LLC (ORLANDO FL)
BOTH
Issued 09/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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