Alyssa RenneyCRD Number: 6931816
Current Firm: Fidelity Personal And Workplace Advisors
Alyssa Renney (CRD# 6931816) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fidelity Brokerage Services LLC||Palm Beach Gardens, FL||Mar 2018 - Current||4|
|Fidelity Investments||Palm Beach Gardens, FL||Jun 2017 - Mar 2018||< 1|
|Florida Weekly||Palm Beach Gardens, FL||Jun 2015 - Jun 2017||2|
|The Polo Club Of Boca Raton||Boca Raton, FL||Oct 2014 - Jan 2017||2|
|Delray Beach Open||Delray Beach, FL||Oct 2014 - Mar 2015||< 1|
|Pandora's Closet Consignment Shop||Forty Fort, PA||Jun 2008 - Sep 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
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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