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Amy Virginia Holcombe

Fidelity Personal AND Workplace Advisors

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About Amy Virginia Holcombe

Amy Holcombe is a financial advisor registered with Fidelity Personal And Workplace Advisors. Amy has been in the financial services industry since 2010. Amy has experience with a variety of firms including Morgan Stanley & Co. LLC, Goldman, Sachs & Co., Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Amy holds Series 7, 63, and 65 licenses. Amy is registered to provide advisory services in 24 states. Amy provides financial planning services and manages portfolios for individuals and businesses.

Firm Information

Amy Holcombe is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal AND Workplace Advisors is a large investment firm based in Boston, Massachusetts. They offer a wide range of financial services, including financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. They manage over $818 billion in assets for a diverse client base, including high-net-worth individuals, corporations, pension plans, and state and municipal government entities. They also offer wrap fee programs for their clients. The firm is registered with the SEC and has a long history of providing investment advice and financial services.

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Holcombe’s Registration & Firm History

VA

01/16/2020 - Present

Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)

VA

04/23/2018 - 10/22/2019

CHARLES SCHWAB & CO., INC. (Virginia Beach VA)

NY

04/26/2013 - 04/09/2018

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

06/07/2012 - 04/19/2013

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

06/29/2010 - 06/07/2012

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 1/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Amy Virginia Holcombe.
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