Amy AbensCRD Number: 6909749
Current Firm: Fidelity Personal And Workplace Advisors
Amy Abens (CRD# 6909749) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 5 years of experience in the finance industry.
Hedgefield Wealth Management
Sagepoint Financial, Inc.
Charles Schwab & Company, Inc.
|Fideltiy Brokerage Services LLC||Westlake, TX||Jan 2018 - Current||5|
|University Of North Texas||Denton, TX||Aug 2013 - Jan 2018||4|
|Johnny Carino's Denton Inmann LLC||Denton, TX||Aug 2012 - Jan 2018||5|
|Mclennan Community College||Waco, TX||Aug 2012 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2018|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
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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