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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Fidelity Personal and Workplace Advisors 11 months, 4 weeks Jul 2018 - Present
Fidelity Investments 5 years, 10 months Aug 2013 - Present
Bath and Body Works 2 months Jun 2013 - Aug 2013
U.S. Small Business Administration 4 months Nov 2012 - Mar 2013
W.W.M. Management Co, 3 months Jul 2012 - Oct 2012
Brighton Collectibles 6 months Nov 2011 - May 2012
Ann Taylor The Loft 5 months Oct 2011 - Mar 2012
Holy Trinity Catholic School 2 years, 11 months Sep 2010 - Aug 2013
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Juliann Long Vidaurri?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 16, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 16, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Fidelity Brokerage Services LLC

Last updated on Aug. 1, 2005
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      Total Assets Under Management
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      Accounts
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Fees

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