Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Robert harold Jones is an investment advisor representative associated with Fidelity Personal AND Workplace Advisors. Brendan is registered with the state of Massachusetts and has been in the industry since May 27, 2012. Fidelity Personal AND Workplace Advisors is a large financial services firm with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management services.
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)
BOTH
Issued 12/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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