Julia Borges (CRD# 6821546) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Burlington, MA | Jun 2017 - Current | 6 |
| Waste Management | Windsor, CT | Dec 2016 - May 2017 | < 1 |
| Univeristy Of Hartford | West Hartford, CT | Sep 2014 - May 2017 | 2 |
| Cambridge Common | Cambirdge, MA | May 2016 - Aug 2016 | < 1 |
| Boston Harbor Cruises | Boston, MA | May 2015 - Aug 2015 | < 1 |
| Old Navy | Watertown, MA | May 2014 - Jan 2015 | < 1 |
| Unemployed | N/a, MA | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- CT
- TX
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Total Assets Under Management818,776MILLIONS
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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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