Pedro RolonCRD Number: 6609672
Current Firm: Fidelity Personal And Workplace Advisors
Pedro Rolon (CRD# 6609672) 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.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
|Fidelity Brokerage Services LLC||Merrimack, NH||Feb 2018 - Current||3|
|Unemployment||Dracut, MA||Jun 2017 - Feb 2018||< 1|
|University Of Massachusetts Lowell||Lowell, MA||Jan 2015 - Jun 2017||2|
|Akamai Technologies, Inc.||Cambridge, MA||May 2016 - Aug 2016||< 1|
|Beike Biotechnology Company, Ltd.||Shenzhen,||May 2015 - Aug 2015||< 1|
|Cole Haan||New York, NY||Jan 2014 - Jan 2015||1|
|Joe Fresh||New York, NY||Sep 2011 - Jan 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
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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