Victoria Messina (CRD# 7142649) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 4 years of experience in the finance industry.
CRD# 4999910
Fidelity Personal And Workplace Advisors
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services | Cambridge, MA | Jun 2019 - Current | 4 |
| College Of The Holy Cross | Worcester, MA | Sep 2018 - May 2019 | < 1 |
| Fidelity Investments | Cambridge, MA | May 2018 - Aug 2018 | < 1 |
| College Of The Holy Cros | Worcester, MA | Sep 2017 - Apr 2018 | < 1 |
| Wheels Up | Boston, MA | May 2017 - Aug 2017 | < 1 |
| In School | Worcester, MA | Jan 2009 - Apr 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- OH
- 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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