Roudmy RizileCRD Number: 6900616
Current Firm: Fidelity Personal And Workplace Advisors
Roudmy Rizile (CRD# 6900616) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 3 years of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fidelity Brokerage Services LLC||Jacksonville, FL||Feb 2019 - Current||3|
|Express Sales Associate||Jacksonville, FL||May 2018 - Dec 2018||< 1|
|Florida State University||Tallahassee, FL||Jul 2014 - Dec 2018||4|
|Northwestern Mutual||Jacksonville, FL||May 2018 - Jul 2018||< 1|
|Florida State University||Tallahassee, FL||Jan 2015 - May 2018||3|
|Terry Parker High School||Jacksonville, FL||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2019|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
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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