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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Anthony Frittitta is an investment advisor representative at Fidelity Personal And Workplace Advisors. Brett has been in the financial services industry for over ten years. Brett is licensed in multiple states and holds the Series 7, 63, and 66 licenses. He is also registered as an Investment Advisor Representative in Massachusetts, New Hampshire, and Texas. Brett's areas of expertise include financial planning, portfolio management, and educational seminars. Fidelity Personal And Workplace Advisors is a large firm that provides financial planning, investment management, and other wealth management services to individuals and businesses.
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
03/01/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 02/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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