Michael Powers (CRD# 6948054) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Shrewsbury, MA | Apr 2021 - Current | 3 |
| Edward Jones | St Louis, MO | May 2018 - Mar 2021 | 2 |
| Providence College | Providence, RI | Oct 2015 - May 2018 | 2 |
| Providence College | Providence, RI | Sep 2014 - May 2018 | 3 |
| Fidelity Investments | Smithfield, RI | Jun 2017 - Aug 2017 | < 1 |
| Moultonborough Recreation Department | Moultonborough, NH | Jul 2015 - Aug 2016 | 1 |
| Em Heaths | Center Harbor, NH | Jun 2014 - Aug 2015 | 1 |
| Woodshed Restaurant | Moultonborough, NH | Jul 2014 - Aug 2014 | < 1 |
| Cushing Academy | Ashburnham, MA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- MA
-
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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