Chloe Wingate (CRD# 6837441) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Las Vegas, NV and has 1 year of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Salt Lake City, UT | Nov 2021 - Current | 2 |
| Unemployed | Murfreesboro, NV | Apr 2021 - Nov 2021 | < 1 |
| Jackson National Life Distributors LLC | Franklin, TN | Jan 2019 - Apr 2021 | 2 |
| Allstate Financial LLC | Lincoln, NE | Aug 2018 - Dec 2018 | < 1 |
| Allstate Insurance Company | West Linn, OR | Jan 2018 - Dec 2018 | < 1 |
| Pacific Capital Resource Group, Inc. | Lake Oswego, OR | Aug 2017 - Jan 2018 | < 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | Jul 2017 - Jan 2018 | < 1 |
| Hornor, Townsend & Kent, Inc. | Horsham, PA | Jul 2017 - Jan 2018 | < 1 |
| Hotel Lucia | Portland, OR | Mar 2016 - Jul 2017 | 1 |
| Unemployed | Portland, OR | Sep 2015 - Mar 2016 | < 1 |
| University Of Amsterdam | Amsterdam, | Aug 2014 - Aug 2015 | 1 |
| Concentrix | San Jose, | Sep 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NV
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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