Amy Herrera (CRD# 6940433) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wayne, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1778571
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Wayne, NJ | Feb 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Little Ferry, NJ | Apr 2018 - Feb 2022 | 3 |
| Wells Fargo Bank, Na | Little Ferry, NJ | Jul 2014 - Apr 2018 | 3 |
| Passaic County Community College | Paterson, NJ | Sep 2012 - Dec 2014 | 2 |
| Bounty Alert/custodial Support Foundation | Rockaway, NJ | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- NJ
- 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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