Albania EspinalCRD Number: 6323454
Current Firm: Fidelity Personal And Workplace Advisors
Albania Espinal (CRD# 6323454) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in King Of Prussia, PA and has over 7 years of experience in the finance industry. Albania Espinal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Fidelity Investments||King Of Prussia, PA||Jan 2021 - Current||< 1|
|The Vanguard Group, Inc.||Malvern, PA||Apr 2014 - Jan 2021||6|
|Unemployed||Allentown, PA||Dec 2013 - Apr 2014||< 1|
|Kutztown University||Kutztown, PA||Aug 2012 - Dec 2013||1|
|Target||Temple, PA||Jun 2013 - Aug 2013||< 1|
|T-mobile||Allentown, PA||Nov 2009 - Jun 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2014|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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