Chloe Warren (CRD# 7217115) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Nov 2021 - Current | 2 |
| Doordash | Pittsfield, MA | May 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | Jan 2021 - Current | 2 |
| Crust | Pittsfield, MA | Sep 2020 - Dec 2020 | < 1 |
| Ayelada | Pittsfield, MA | Jun 2014 - Nov 2020 | 6 |
| University Of Rhode Island | Kingston, RI | Sep 2016 - Apr 2020 | 3 |
| Student Box Office | Kingston, RI | Sep 2017 - Mar 2020 | 2 |
| Boston Gourmet | Lenox, MA | Jun 2016 - Dec 2019 | 3 |
| Ulta Beauty | Pittsfield, MA | Dec 2016 - Jul 2019 | 2 |
| Gap | Newport, RI | Dec 2018 - Mar 2019 | < 1 |
| Wahconah Regional High School | Dalton, MA | Sep 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- RI
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- 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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