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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thayvi? Claim Your ProfileThayvi Theresa Ganeshalingam is a financial advisor associated with Fidelity Personal AND Workplace Advisors. Thayvi has been in the industry since 2021 and is currently registered to provide investment advice in California and Texas. Thayvi Theresa Ganeshalingam is also registered as a securities broker in 28 states, including California. Thayvi Theresa Ganeshalingam has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE).
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
CA
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (DUBLIN CA)
IA
Issued 04/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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