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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cromer is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Brian has been in the industry since October 2021 and is licensed in Kentucky and Ohio. Brian has passed the Series 66, Series 7TO, and SIE exams. The firm has offices in Covington, Kentucky. Fidelity Personal AND Workplace Advisors is a large firm with approximately $1 billion - $10 billion in assets under management. The firm's main office is in Boston, Massachusetts. The firm has a large number of employees, including investment advisor representatives, licensed agents, and registered representatives. The firm serves a variety of clients, including individuals, high net worth individuals, corporations, and pension and profit sharing plans. The firm provides 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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KY
12/03/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 11/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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