Mirko PefaureCRD Number: 5016068
Current Firm: Fidelity Personal And Workplace Advisors
Mirko Pefaure (CRD# 5016068) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bethesda, MD and has over 15 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||4|
|Fidelity Brokerage Services LLC||Bethesda, MD||Sep 2016 - Current||5|
|Capital One Sharebuilder, Inc.||Mclean, VA||Jan 2015 - Aug 2016||1|
|Sharebuilder 401k||Seattle, WA||Jan 2015 - Aug 2016||1|
|Capital One Financial Advisors||Melville, NY||Dec 2013 - Jan 2015||1|
|Wells Fargo Bank Na||Washington, DC||Feb 2013 - Dec 2013||< 1|
|Wells Fargo Advisors, LLC||Washington, DC||Feb 2013 - Feb 2013||< 1|
|Citigroup Global Markets, Inc.||Washington, DC||May 2010 - Feb 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
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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