Greg Abusheery (CRD# 2334227) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 23 years of experience in the finance industry.
CRD# 2931681
Lpl Financial LLC
CRD# 4124104
Commonwealth Financial Network
CRD# 2054637
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Nov 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- MA
- RI
- TX
-
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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