Geneva Echeverria (CRD# 6821839) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Philadelphia, PA and has over 6 years of experience in the finance industry.
CRD# 4637991
Citizens Securities, Inc.
CRD# 2510341
Fidelity Personal And Workplace Advisors
CRD# 4695936
Apex Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Philadelphia, PA | Apr 2020 - Current | 4 |
| Not Working/traveling | New York, NY | Sep 2019 - Apr 2020 | < 1 |
| Td Ameritrade | Washington, DC | Mar 2018 - Aug 2019 | 1 |
| Td Ameritrade | Columbia, MD | Jun 2017 - Mar 2018 | < 1 |
| George Washington University | Washington, DC | Jun 2013 - May 2017 | 3 |
| Discovery Communications | Silver Spring, MD | Feb 2016 - Aug 2016 | < 1 |
| U.s. Trade Representative | Washington, DC | May 2016 - Jul 2016 | < 1 |
| U.s. Department Of Treasury, Office Of The Chief Information Off | Washington, DC | Jan 2015 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- OK
- PA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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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