Danielle Fimbres (CRD# 6979784) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Gilbert, AZ and has over 5 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Pheonix, AZ | Nov 2020 - Current | 3 |
| Cabrillo College | Santa Cruz, CA | Aug 2020 - Current | 3 |
| Td Ameritrade | Walnut Creek, CA | Jul 2019 - Jun 2020 | < 1 |
| Td Ameritrade | San Diego, CA | Jun 2018 - Jul 2019 | 1 |
| Npm Staffing | San Diego, CA | May 2018 - Jun 2018 | < 1 |
| Reliant Funding | San Diego, CA | Dec 2017 - Mar 2018 | < 1 |
| Npm Staffing | San Diego, CA | Sep 2017 - Nov 2017 | < 1 |
| Bookworks | Pacific Grove, CA | Jan 2017 - Jun 2017 | < 1 |
| P.g. Juice And Java | Pacific Grove, CA | Dec 2016 - Apr 2017 | < 1 |
| Americorps | Salinas, CA | Aug 2016 - Dec 2016 | < 1 |
| Imperial Valley College | El Centro, CA | Nov 2015 - Jun 2016 | < 1 |
| Imperial Valley College | El Centro, CA | Aug 2010 - Jun 2016 | 5 |
| Hollister | El Centro, CA | May 2015 - Jan 2016 | < 1 |
| California State University San Marcos | San Marcos, CA | Aug 2014 - Dec 2014 | < 1 |
| Victorias Secret | El Centro, CA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- CA
- 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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