Heather Bertel (CRD# 7401501) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Jun 2021 - Current | < 1 |
| University Of Rhode Island | Kingston, RI | Sep 2019 - May 2021 | 1 |
| Newport Gulls | Newport, RI | Feb 2020 - Apr 2020 | < 1 |
| Providence Bagel | Kingston, RI | Aug 2019 - Mar 2020 | < 1 |
| Newport Creamery | Middletown, RI | Apr 2015 - Aug 2019 | 4 |
| Community College Of Rhode Island | Warwick, RI | Sep 2017 - May 2019 | 1 |
| Middletown High School | Middletown, RI | Sep 2013 - Jun 2017 | 3 |
| Portofino | Middletown, RI | Feb 2017 - Apr 2017 | < 1 |
| Jh Gaudet Middle School | Middletown, RI | Sep 2009 - Jun 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- NH
- TX
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Total Assets Under Management726,706MILLIONS
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Total Number of Accounts1,509,611ACCOUNTS
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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
- Other
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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