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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Lynn Breault is an investment advisor representative with Fidelity Personal and Workplace Advisors. Tammy has been in the industry since December 2000. Tammy is licensed to provide investment advice in Rhode Island and Texas. Tammy holds the Series 66, 63, 10, 9, 99TO, SIE and 7 licenses. Tammy has worked for Fidelity Personal and Workplace Advisors since 2000, and previously worked for National Financial Services LLC, and Fidelity Brokerage Services LLC.
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
RI
02/28/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
05/08/2007 - 08/06/2021
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
04/27/2007 - 05/07/2007
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
11/14/2000 - 04/27/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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