Rose ColvinCRD Number: 7419413
Current Firm: Fidelity Personal And Workplace Advisors
Rose Colvin (CRD# 7419413) 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.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Investments||Merrimack, NH||Jul 2021 - Current||< 1|
|Unemployed||Auburn, NH||May 2021 - Jul 2021||< 1|
|Mt's Local Kitchen And Wine Bar||Nashua, NH||Jun 2018 - May 2021||2|
|Southern New Hampshire University||Manchester, NH||Jun 2017 - May 2021||3|
|Southern New Hampshire University||Manchester, NH||Sep 2019 - Mar 2020||< 1|
|Moo's Place Homemade Ice Cream||Derry, NH||Jul 2015 - Jul 2019||4|
|Pinkerton Academy||Derry, NH||Jun 2013 - Jun 2017||4|
|Auburn Village School||Auburn, NH||Aug 2011 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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