Shreya Modi (CRD# 6166858) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sanford, FL and has over 11 years of experience in the finance industry.
CRD# 1948990
Osaic Wealth, Inc.
CRD# 6109279
Ae Wealth Management, LLC
CRD# 3068212
Heartwood Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Altamonte Springs, FL | Mar 2021 - Current | 3 |
| Aashka, LLC | Sanford, FL | May 2019 - Mar 2021 | 1 |
| Zen America, Inc. | High Springs, FL | Oct 2015 - Mar 2021 | 5 |
| Massmutual | Orlando, FL | Sep 2020 - Feb 2021 | < 1 |
| Mml Investors Services | Orlando, FL | Sep 2020 - Feb 2021 | < 1 |
| Homemaker | Casselberry, FL | Mar 2019 - May 2019 | < 1 |
| Lincoln Investment | Fort Washington, PA | Apr 2018 - Mar 2019 | < 1 |
| Capital Analysts | Orlando, FL | Apr 2018 - Mar 2019 | < 1 |
| Cambridge Investment Research Advisors, Inc. | Gainesville, FL | Jan 2017 - Apr 2018 | 1 |
| Cambridge Investment Research, Inc. | Gainesville, FL | Jun 2016 - Apr 2018 | 1 |
| Ccf Investments, Inc. | Greensboro, GA | Feb 2015 - Jun 2016 | 1 |
| Oneamerica Securities | Atlanta, GA | Feb 2014 - Feb 2015 | 1 |
| American United Life | Atlanta, GA | Jan 2014 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
-
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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