Anna Joyce (CRD# 7579363) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, MA and has 1 year of experience in the finance industry.
CRD# 6905985
Edward Jones
CRD# 1257320
Ubs Financial Services Inc.
CRD# 5025929
The Colony Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Nashua, NH | Jun 2022 - Current | 1 |
Full Time Education | Worcester, MA | Aug 2021 - Jun 2022 | < 1 |
Fidelity Investments | Smithfield, RI | Jun 2021 - Aug 2021 | < 1 |
Full Time Education | Worcester, MA | Aug 2017 - Jun 2021 | 3 |
Hanover Insurance | Worcester, MA | Jun 2020 - Aug 2020 | < 1 |
Umass Memorial Medical Center | Worcester, MA | May 2019 - Jun 2020 | 1 |
High School Student | Hopkinton, MA | Sep 2013 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2022 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- MA
- NH
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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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