Milton DorseyCRD Number: 7323939
Current Firm: Fidelity Personal And Workplace Advisors
Milton Dorsey (CRD# 7323939) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has 1 year of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Fidelity Investments||Altamonte Springs, FL||Sep 2021 - Current||< 1|
|Nylife Securities LLC||Maitland, FL||Apr 2021 - Aug 2021||< 1|
|New York Life Insurance Company||Maitland, FL||Jan 2021 - Aug 2021||< 1|
|Unemployed||Cape Canaveral, FL||Sep 2020 - Jan 2021||< 1|
|New Dawn Inc.||Cape Canaveral, FL||Jul 2014 - Aug 2020||6|
|Cb Marketing Inc.||Cocoa Beach, FL||Mar 2013 - Jul 2014||1|
|Orc Protel||Lansing, IL||Nov 2009 - Feb 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2021|
|S66||NASAA Uniform Combined State Law Examination||Dec 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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