Genevieve Grace Bajaj (CRD# 5437467) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Edina, MN and has over 14 years of experience in the finance industry. Genevieve Grace Bajaj has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Edina, MN | Apr 2021 - Current | 3 |
| Northrock Partners | Minneapolis, MN | Aug 2019 - Mar 2021 | 1 |
| Ameriprise Financial Services, Inc. | Barrington, IL | Dec 2017 - Aug 2019 | 1 |
| J.p. Morgan Securities LLC | Deerfield, IL | Apr 2016 - Nov 2017 | 1 |
| J.p. Morgan Chase Bank | Deerfield, IL | Apr 2016 - Nov 2017 | 1 |
| Charles Schwab & Company, Inc. | Northbrook, IL | Aug 2015 - Apr 2016 | < 1 |
| Charles Schwab Bank | Northbrook, IL | Aug 2015 - Apr 2016 | < 1 |
| J.p. Morgan Securities LLC | Palatine, IL | Oct 2012 - Jul 2015 | 2 |
| Jpmorgan Chase Bank Na | Palatine, IL | Jan 2010 - Jul 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- MN
- 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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