Paul Tessier (CRD# 6860180) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, MA and has over 6 years of experience in the finance industry.
CRD# 4441672
Bolton Global Asset Management
CRD# 6905985
Edward Jones
CRD# 1257320
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Merrimack, NH | Sep 2017 - Current | 6 |
| Bald Peak Colony Club | Moultonborough, NH | May 2017 - Sep 2017 | < 1 |
| Nichols College | Dudley, MA | Aug 2016 - May 2017 | < 1 |
| Veritude | Boston, MA | Jun 2016 - Aug 2016 | < 1 |
| Nichols College | Dudley, MA | Sep 2015 - Jun 2016 | < 1 |
| Ymca Camp Belknap | Tuftonboro, NH | May 2015 - Sep 2015 | < 1 |
| Elmira College | Elmira, NY | Aug 2014 - May 2015 | < 1 |
| Wianno Club | Osterville, MA | Jun 2014 - Aug 2014 | < 1 |
| Elmira College | Elmira, NY | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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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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