Joshua PfennigCRD Number: 3022457
Current Firm: Fidelity Personal And Workplace Advisors
Joshua Pfennig (CRD# 3022457) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 18 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||4|
|Fidelity Brokerage Services||Blue Ash, OH||Jan 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
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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