Or HenCRD Number: 7426090
Current Firm: Fidelity Personal And Workplace Advisors
Or Hen (CRD# 7426090) 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fidelity Investments||Jacksonville, FL||Aug 2021 - Current||< 1|
|Unemployed||Miami, FL||Aug 2020 - Jul 2021||< 1|
|Hk Contractor Consulting||Miami, FL||Apr 2019 - Jul 2020||1|
|Uhi Cosmetics||Miami, FL||Apr 2018 - Apr 2019||1|
|Kw Elite Realty||Durham, NC||Jan 2017 - Apr 2018||1|
|Adore Cosmetics||Miami, FL||May 2015 - Dec 2016||1|
|Adore Cosmetics||Jerusalem,||Jan 2013 - Apr 2015||2|
|Aroma Coffee Shop||Maale Adummim,||Jan 2012 - Jan 2013||1|
|Unemployed||Maale Adummim,||Aug 2009 - Dec 2012||3|
|Exam Code||Name||Passed Date|
|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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