CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 4030542
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Infinex Investments, Inc. | Meriden, CT | Jun 2022 - Current | 2 |
Bluestone Bank | Raynham, MA | Jun 2022 - Current | 2 |
Equitable Advisors LLC | New York, NY | Mar 2021 - Jun 2022 | 1 |
Usadvisors Wealth Management, LLC | Bridgewater, MA | Jan 2017 - Mar 2021 | 4 |
Securities America Inc. | Lavista, NE | Jul 2009 - Mar 2021 | 11 |
Bcu Financial | Lawrence, MA | Jul 2009 - Mar 2021 | 11 |
Securities America Advisors, Inc. | Bridgewater, MA | Jul 2009 - Jan 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1991 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- MA
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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