Michael Fennell (CRD# 7622460) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has 1 year of experience in the finance industry.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 6224921
Amundi Asset Management Us, Inc.
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Aug 2022 - Current | 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2018 - Jul 2022 | 3 |
| Johnson O'hare | Billerica, MA | May 2021 - Aug 2021 | < 1 |
| Instacart | Melrose, MA | Mar 2020 - Apr 2021 | 1 |
| Revolution Catering | Woburn, MA | May 2019 - Aug 2019 | < 1 |
| Melrose Public Works | Melrose, MA | May 2015 - Aug 2018 | 3 |
| Melrose High School | Melrose, MA | Aug 2014 - Apr 2015 | < 1 |
| Melrose Middle School | Melrose, MA | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- MA
- 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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