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 registered representative with Fidelity Personal and Workplace Advisors. Alix has been in the industry since August 3, 2003. Alix holds the Series 66, SIE, Series 7, Series 21, and Series 25 licenses. Alix is registered in 51 states and 2 federal districts. Alix previously worked at Hightower Securities, LLC, National Financial Services LLC, Morgan Keegan & Company, Inc., and Labranche & Co. LLC. Alix's firm, Fidelity Personal and Workplace Advisors, has approximately $1 billion - $10 billion in assets under management and services 13624 clients. Fidelity Personal and Workplace Advisors offers financial planning, educational seminars, and selection of other 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.
1
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 8/3/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/1/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 3/12/2002
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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