Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Hicks is a financial advisor with Fidelity Personal and Workplace Advisors, a firm with over 13,000 clients and $818.7 billion in regulatory assets under management. Donald has been a registered representative since 2006 and is licensed in 53 states and the District of Columbia. Donald specializes in portfolio management for individuals and businesses, and financial planning. Donald has extensive experience in the financial services industry. Donald is committed to providing clients with personalized advice and 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)
KY
01/01/2008 - 11/06/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
05/07/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 06/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Donald Hicks is the right advisor for you? Invested Better is here to help.
