Angel VelezCRD Number: 1617365
Current Firm: Fidelity Personal And Workplace Advisors
Angel Velez (CRD# 1617365) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 29 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Investments||Berkeley, CA||Aug 2016 - Current||5|
|Wells Fargo Home Mortgage||Pleasanton, CA||Jan 2016 - Aug 2016||< 1|
|Fastest Corporation||Walnut Creek, CA||Dec 2010 - Jul 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1993|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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