Invested Better
Unclaimed

Unclaimed

Unclaimed

Dominique R Hebert

Fidelity Personal AND Workplace Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dominique? Claim Your Profile

About Dominique R Hebert

Dominique Hebert is a financial professional with over 15 years of experience in the financial services industry. Dominique is currently registered with Fidelity Brokerage Services LLC. Dominique has a strong track record of providing financial advice and investment management services to individuals and families, including high-net-worth clients. Dominique also has experience providing financial planning services to charitable organizations and pension and profit-sharing plans.

Firm Information

Dominique Hebert is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.
Fidelity Personal AND Workplace Advisors

3242 PEACHTREE ROAD SUITE 100

ATLANTA, GA 30305

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dominique Hebert’s Registration & Firm History

GA

09/09/2024 - Present

Fidelity Personal AND Workplace Advisors (ATLANTA GA)

FL

11/28/2012 - 05/02/2014

SANDERS MORRIS HARRIS INC. (AVENTURA FL)

FL

05/02/2012 - 12/04/2012

AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)

FL

07/06/2011 - 02/16/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTON FL)

NJ

07/08/2010 - 03/11/2011

BLACKROCK INVESTMENTS, LLC (PLAINSBORO NJ)

NJ

12/05/2007 - 06/16/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

Not sure if Dominique R Hebert is right for you?

Licenses & Designations

BOTH

Issued 2/5/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/4/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Dominique R Hebert.
Not sure if Dominique R Hebert is right for you?
Invested Better

Copyright 2024 Invested Better

Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.

Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.