Wantong Hulick (CRD# 7309438) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 2 years of experience in the finance industry.
CRD# 7339646
Origin Financial
CRD# 2581945
Deutsche Bank Securities Inc.
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Jacksonville, FL | Oct 2020 - Current | 3 |
| Tmc | Jacksonville, FL | Sep 2020 - Oct 2020 | < 1 |
| Southeastern Grocers | Jacksonville, FL | Jul 2020 - Aug 2020 | < 1 |
| Unemployed | Jacksonville, FL | Jun 2019 - Jun 2020 | 1 |
| Imagine Learning | Yingkou, | Dec 2018 - Jun 2019 | < 1 |
| Bdo China Shu Lun Pan Cpas | Beijing, | Sep 2018 - Oct 2018 | < 1 |
| University Of Washington | Seattle, WA | Sep 2014 - Jun 2018 | 3 |
| Lake Worth Christian School | Boynton Beach, FL | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- FL
- TX
-
Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
-
Average Account Value$381,106
- 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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