Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Popeo is an investment advisor representative with Fidelity Personal and Workplace Advisors. Allison has been in the industry since 2007. Allison has a Series 63, Series 65, Series 7 and SIE licenses. Allison is registered to provide investment advice in 50 states and the District of Columbia. Allison also holds a Series 65 license in Texas. Prior to joining Fidelity Personal and Workplace Advisors, Allison worked for Funds Distributor, LLC, Fidelity Investments Institutional Services Company, Inc., and Fidelity Brokerage Services LLC.
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)
MA
12/08/2005 - 03/02/2011
FUNDS DISTRIBUTOR, LLC (BOSTON MA)
RI
07/12/2004 - 11/10/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/15/2003 - 08/04/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 05/22/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Allison Popeo is the right advisor for you? Invested Better is here to help.
