Unclaimed
Ted Campbell is a registered representative with Fidelity Personal AND Workplace Advisors. Ted has been in the industry since January 2014. Ted holds Series 6, 7, and 66 securities licenses. Ted is registered to provide investment advice and securities services in 30 states. Ted’s previous experience includes working at TD Ameritrade, Inc., E*TRADE SECURITIES LLC, and PNC INVESTMENTS.
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
MI
01/25/2019 - Present
Fidelity Personal AND Workplace Advisors (NOVI MI)
MI
07/19/2018 - 01/07/2019
TD AMERITRADE, INC. (NOVI MI)
MI
02/19/2015 - 07/12/2018
E*TRADE SECURITIES LLC (FARMINGTON MI)
MI
09/10/2014 - 01/26/2015
PNC INVESTMENTS (CANTON MI)
MI
12/05/2013 - 09/04/2014
J.P. MORGAN SECURITIES LLC (NORTHVILLE MI)
BOTH
Issued 05/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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