Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alix? Claim Your ProfileAlix Briggs is a financial advisor with Fidelity Personal And Workplace Advisors, a firm that manages over $818 billion in assets. Alix has been in the industry since August 2003. Alix is registered as a Broker Dealer and Investment Advisor in 53 states and territories. Alix specializes in portfolio management for individuals and businesses, financial planning, educational seminars, and the selection of other advisors. Alix is a registered representative of Fidelity Brokerage Services LLC and an investment advisor representative of Fidelity Personal And Workplace Advisors.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
03/26/2010 - 06/01/2016
HIGHTOWER SECURITIES, LLC (Palm Beach Gardens FL)
RI
10/22/2009 - 02/22/2010
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
FL
12/19/2007 - 10/01/2009
MORGAN KEEGAN & COMPANY, INC. (JUPITER FL)
NY
02/18/2000 - 09/10/2004
LABRANCHE & CO. LLC (NEW YORK NY)
BOTH
Issued 08/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2002
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 10/17/2000
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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