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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Jean Hagens is an investment advisor representative with Fidelity Personal And Workplace Advisors. Aubrey has been in the industry for 3 years. Aubrey holds the Series 63, 66, 7TO, 9 and 10 licenses and is registered in Massachusetts, Texas and Utah. Aubrey specializes in providing financial planning, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. The firm's main office is located in Boston, MA. Fidelity Personal And Workplace Advisors manages over $800 billion in assets and serves 1,362,400 clients. The firm's client types include individuals other than high net worth, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, and state or municipal government entities. The firm's primary compensation arrangements are percentage of assets and fixed fees.
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
TX
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 04/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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