Blanca SolaCRD Number: 6958244
Current Firm: Fidelity Personal And Workplace Advisors
Blanca Sola (CRD# 6958244) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Investments||Miami, FL||Aug 2021 - Current||1|
|Equitable Advisors, LLC||New York, NY||May 2018 - Jun 2021||3|
|Axa Advisors, LLC||New York, NY||May 2018 - Jun 2020||2|
|One Miami Financial Group||Coral Gables, FL||Jul 2017 - May 2018||< 1|
|Natural Balance Pet Food||Miami, FL||Apr 2016 - Oct 2017||1|
|Tlc Family Care||Miami, FL||Jul 2016 - May 2017||< 1|
|Unemployed/ Stay At Home Mom||Miami, FL||Jan 2014 - Apr 2016||2|
|Lionbridge||Miami, FL||Dec 2013 - Dec 2014||1|
|Arise||Miami, FL||Jul 2011 - Dec 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
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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