Molly Munneke (CRD# 7625702) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Kankakee, IL and has 1 year of experience in the finance industry.
CRD# 2982008
State Farm Investment Management Corp.
CRD# 6461057
Fifth Third Securities, Inc.
CRD# 4881202
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Orland Park, IL | Aug 2022 - Current | 1 |
| Herscher High School | Herscher, IL | Aug 2021 - Jun 2022 | < 1 |
| Stash Financial, Inc. | New York, NY | Jun 2020 - Aug 2021 | 1 |
| Monticello Middle School | Monticello, MN | Aug 2017 - Jun 2021 | 3 |
| Friendly Buffalo | Big Lake, MN | Mar 2019 - Oct 2019 | < 1 |
| Rock Springs High School | Rock Springs, WY | Aug 2016 - Jun 2017 | < 1 |
| Evanston Middle School | Evanston, WY | Aug 2015 - Jun 2016 | < 1 |
| Cascade Connections | Bellingham, WA | Jan 2015 - Jun 2015 | < 1 |
| Awesome Djs | Homer Glenn, IL | Oct 2014 - Dec 2014 | < 1 |
| Stagg High School | Palos Hills, IL | Aug 2014 - Dec 2014 | < 1 |
| Montana State University | Bozeman, MT | Aug 2010 - Dec 2014 | 4 |
| Peaks And Potentials Program | Bozeman, MT | Jun 2013 - Jun 2014 | 1 |
| Reach Nonprofit Organization | Bozeman, MT | Aug 2013 - May 2014 | < 1 |
| Hawthorne Elementary School | Bozeman, MT | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- IL
- 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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