Unclaimed
Drew Michael Fetzner is a financial advisor with Fidelity Personal And Workplace Advisors. Drew has been in the financial services industry since February 19, 2002. Drew is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as a general securities representative and investment advisor representative. Drew is also a licensed insurance agent in several states. Drew has a strong track record of providing financial advice to individuals, families, and businesses. Drew specializes in retirement planning, college savings, and investment management.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
TX
04/01/2003 - 05/17/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MA
07/20/2001 - 04/16/2003
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
DE
03/29/2001 - 07/12/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
11/14/2000 - 11/24/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/14/2000 - 11/24/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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