Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tawanda? Claim Your ProfileTawanda Jones is a financial advisor with Fidelity Personal And Workplace Advisors. Tawanda is registered to provide investment advice in Texas and has a Series 7 and Series 66 licenses. Tawanda has 5 years of experience in the financial services industry. Prior to joining Fidelity Personal And Workplace Advisors, Tawanda worked at NATIONAL FINANCIAL SERVICES LLC and FIDELITY BROKERAGE SERVICES LLC. Tawanda is dedicated to providing personalized financial advice to help clients reach their financial goals.
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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TX
02/13/2024 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
TX
09/23/2022 - 01/09/2024
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
UT
11/04/2021 - 08/25/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
GA
11/04/2019 - 10/27/2021
E*TRADE SECURITIES LLC (ATLANTA GA)
GA
07/14/2018 - 10/24/2019
EDWARD JONES (SNELLVILLE GA)
BOTH
Issued 08/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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