Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleksandr? Claim Your ProfileAleksandr Alan Marshall is a financial advisor at Fidelity Personal And Workplace Advisors. Aleksandr Marshall is registered to provide investment advice in 53 states and the District of Columbia. Aleksandr Marshall has been in the financial services industry since 2022. Aleksandr Marshall holds the Series 7TO, Series 63 and Series 66 securities licenses. Fidelity Personal And Workplace Advisors, based in Boston, MA, is a registered investment advisor with over $800 billion in assets under management. Fidelity Personal And Workplace Advisors offers financial planning, investment management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
05/13/2024 - Present
Fidelity Personal AND Workplace Advisors (TYSONS CORNER VA)
BOTH
Issued 08/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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