Unclaimed
Yasmeen Frazier is a financial advisor who has been in the industry since August 29, 2017. Currently, Yasmeen is registered with Fidelity Personal and Workplace Advisors and is licensed to provide securities and investment advisory services in all 50 states and the District of Columbia. Yasmeen specializes in providing financial planning, educational seminars, and selection of other advisors. Yasmeen Frazier is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Industry and Financial Markets Association (SIFMA). Before joining Fidelity Personal and Workplace Advisors, Yasmeen was employed with Fidelity Distributors Company LLC, J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Yasmeen has passed the Series 66, Series 7 and SIE exams. Yasmeen is also the sole proprietor of a creative agency, GD News GD Fashion, offering photography, styling, and content creation services.
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
TX
11/22/2021 - Present
Fidelity Personal AND Workplace Advisors (PLANO TX)
TX
08/21/2020 - 10/27/2021
FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)
TX
03/03/2020 - 08/13/2020
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
12/13/2018 - 01/22/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
11/07/2016 - 04/18/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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