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Lauren C
Series 66
Temple, TX
Fidelity
Lauren Cunningham is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at several firms including Ameriprise Financial Services, Inc. and Beene Wealth Management Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable roles in commodity pool operations and advisory services to multiple registered investment companies.
Shannon R
Series 66
Temple, TX
Fidelity
Shannon Ramsdell is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. Prior to joining Fidelity, Shannon worked at Edward Jones and spent fourteen years at Park Place Manor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through both discretionary and non-discretionary approaches.
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