Nancy AadalenCRD Number: 2086353
Current Firm: Fidelity Personal And Workplace Advisors
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 30 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||4|
|Fidelity||Minnetonka, MN||Nov 2013 - Current||9|
|Unemployed||Plymouth, MN||Feb 2012 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1992|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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