Theresa Sellinger (CRD# 7692261) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mountain View, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Mountain View, CA | Dec 2022 - Current | 1 |
| Unemployed | Mountain View, CA | Jul 2022 - Dec 2022 | < 1 |
| Next Insurance | Palo Alto, CA | Jul 2021 - Jul 2022 | 1 |
| Cornell University Sc Johnson College Of Business | Ithaca, NY | Oct 2018 - May 2021 | 2 |
| Cornell University | Ithaca, NY | Aug 2017 - May 2021 | 3 |
| Hsbc Us | New York, NY | Jul 2020 - Aug 2020 | < 1 |
| Cornell University, The Statler Hotel | Ithaca, NY | Sep 2017 - Dec 2019 | 2 |
| The Godfather Brick Oven Pizzeria | East Hanover, NJ | May 2016 - Aug 2019 | 3 |
| Book My Group | Fairfield, NJ | Jun 2018 - Aug 2018 | < 1 |
| Hanover Park High School | East Hanover, NJ | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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