Verified recordFinancial Services

Shania Perham

Financial Consultant at Fidelity Investments

Based in Nashua, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Nashua

Industry

Financial Services

Company size

84K

Contact information

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Email

1 credit

s•••••••@fidelity.com

Phone

5 credits

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Background

About Shania Perham

I am a first-generation college graduate from Colby-Sawyer College with a degree in Business Administration and a concentration in Accounting & Finance. I lead a planning team at Fidelity Investments. As a Financial Consultant, I partner with individual, families, and business owners by understanding what is important to them, co-creating a plan and recommending solutions to accomplish their financial goals. I have passed the SIE, Series 7, Series 63, Series 66, and Life & Health Insurance examinations. I am a licensed broker and investment advisor representative regulated by FINRA. Pursuing the Certified Financial Planner designation.

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