Veronica Vera, financial advisor Tampa FL

Veronica Vera

CRD Number: 6977231
Current Firm: Fidelity Personal And Workplace Advisors

Veronica Vera (CRD# 6977231) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tampa, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Jacksonville, FL Jun 2021 - Current 3
Td Ameritrade Chicago, IL Jun 2018 - May 2021 2
Rasmussen College Ocala, FL Dec 2017 - Dec 2018 1
Ocala Eye Pa Ocala, FL May 2013 - May 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Veronica M. Vera
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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