Jordan Vecchiarello (CRD# 7433808) 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# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Aug 2021 - Current | 2 |
| Diversified Protection Corporation | Andover, MA | Jul 2019 - Aug 2021 | 2 |
| International Security Associates | Boston, MA | Apr 2019 - Jun 2019 | < 1 |
| Home Works Energy | Medford, MA | Jan 2017 - Mar 2019 | 2 |
| United States Army National Guard | Braintree, MA | Dec 2012 - Dec 2018 | 6 |
| Squire Lounge | Revere, MA | Aug 2016 - Jan 2017 | < 1 |
| Lynnfield Meat And Deli | Lynnfield, MA | Feb 2008 - Jul 2016 | 8 |
| Bijou Nightclub | Boston, MA | Jul 2015 - Jan 2016 | < 1 |
| Conservation Services Group | Westborough, MA | Sep 2014 - Aug 2015 | < 1 |
| Ups | Lynnfield, MA | Sep 2014 - Dec 2014 | < 1 |
| G4s | Danvers, MA | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- MA
- NH
- TX
-
Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
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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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