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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Autumn? Claim Your ProfileAutumn Bishop is a financial advisor at Fidelity Personal And Workplace Advisors. Autumn is registered with both FINRA and the state of New Hampshire and has a Series 7TO, Series 63, and Series 66 license, and a Series 9 and Series 10 principal exam. She has been working in the financial industry since 2022. Autumn's firm manages assets in the range of $1 billion to $10 billion and serves a wide variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Fidelity Personal And Workplace Advisors offers a range of services including financial planning, portfolio management, and educational seminars.
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
NH
10/28/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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