Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Mary Chamblee is a financial advisor who has been working in the industry since 2002. Theresa is a registered representative and investment advisor with Fidelity Personal and Workplace Advisors. She is licensed to provide financial advice in all 50 states, Washington D.C. and Puerto Rico. Theresa is a Series 6, 7, 9, 10, 63, and 66 licensed professional and provides services such as financial planning, portfolio management for individuals and businesses, and educational seminars. Theresa has held previous positions with Fidelity Brokerage Services LLC in Smithfield, Rhode Island.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
RI
11/01/1995 - 07/28/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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