Abraham AvilesCRD Number: 6534685
Current Firm: Fidelity Personal And Workplace Advisors
Abraham Aviles (CRD# 6534685) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 6 years of experience in the finance industry.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Renaissance Investment Management
|Fidelity Investments||Covington, KY||Apr 2021 - Current||1|
|Td Ameritrade||Oak Brook, IL||Jan 2021 - Feb 2021||< 1|
|Td Ameritrade||Chicago, IL||Mar 2018 - Jan 2021||2|
|N/a||Schaumburg, IL||Dec 2017 - Mar 2018||< 1|
|Charles Schwab Bank||Schaumburg, IL||Nov 2016 - Nov 2017||1|
|Charles Schwab & Company, Inc.||Schaumburg, IL||Jul 2015 - Nov 2017||2|
|Belmont Bank & Trust||Chicago, IL||Apr 2015 - Jun 2015||< 1|
|Vivid Seats, Ltd.||Chicago, IL||Sep 2014 - Jun 2015||< 1|
|Depaul University||Chicago, IL||Jan 2014 - Jun 2015||1|
|J & I Professional Services||Des Plaines, IL||Jan 2014 - Apr 2014||< 1|
|Wilbur Wright College||Chicago, IL||Jun 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2015|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
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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