Lemuel AmenCRD Number: 7267634
Current Firm: Fidelity Personal And Workplace Advisors
Lemuel Amen (CRD# 7267634) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Edina, MN and has 1 year of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Fidelity Investments||Edina, MN||Aug 2021 - Current||< 1|
|Jpmorgan Chase Bank Na||Northbrook, IL||Jun 2020 - Jun 2021||1|
|Jpmorgan Securities LLC||Northbrook, IL||Jun 2020 - Jun 2021||1|
|Carlson School Of Management University Of Minnesota||Minneapolis, MN||Oct 2017 - May 2020||2|
|Carlson School Of Management University Of Minnesota||Minneapolis, MN||Sep 2017 - May 2020||2|
|Jpmorgan Chase Bank Na||Northbrook, IL||May 2019 - Aug 2019||< 1|
|Us Bank||Minneapolis, MN||May 2018 - Aug 2018||< 1|
|Viking Engineering & Development Inc.||Minneapolis, MN||Jun 2017 - Aug 2017||< 1|
|Unemployed||Woodbury, MN||Jun 2010 - May 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2020|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
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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