Unclaimed
Boris Andrijanic is an investment advisor representative with Fidelity Personal and Workplace Advisors. Boris has been in the industry since 2006 and has experience with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.. Boris holds Series 6, 7, 63 and 66 licenses and is registered in 52 states as well as New Hampshire and Texas for Investment Advisor Representative. Boris specializes in providing financial planning, portfolio management for individuals and businesses, 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)
NH
01/01/2008 - 04/21/2008
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
01/18/2008 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
BOTH
Issued 05/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Boris Andrijanic is the right advisor for you? Invested Better is here to help.