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Dominique R Hebert

Fidelity Personal AND Workplace Advisors

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About Dominique R Hebert

Dominique Hebert is a financial advisor with Fidelity Personal and Workplace Advisors. Dominique has over 15 years of experience in the financial services industry. Dominique has a Series 7 and Series 66 license, as well as the SIE exam. Dominique's previous employers include Sanders Morris Harris Inc., Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BlackRock Investments, LLC. Dominique specializes in portfolio management for individuals and businesses. Dominique's main office is located in Atlanta, Georgia. Dominique is registered in 53 states and the District of Columbia. Dominique offers financial planning, educational seminars, and selection of other advisors.

Firm Information

Dominique Hebert is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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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)

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Licenses & Designations

BOTH

Issued 02/05/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2007

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.
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