linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Elizabeth Frances O'Leary

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 Elizabeth? Claim Your Profile

About Elizabeth Frances O'Leary

Elizabeth O'Leary is an investment advisor representative at Fidelity Personal and Workplace Advisors. Elizabeth has been in the securities industry since 2009. Elizabeth is registered with FINRA and holds Series 7, 9, and 66 licenses. Elizabeth is also registered with the state of Michigan, New York, Ohio, and Texas as an investment advisor representative. Elizabeth's firm, Fidelity Personal and Workplace Advisors, offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Elizabeth O'Leary 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.

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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Elizabeth O'Leary’s Registration & Firm History

MA

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (BOSTON MA)

Not sure if Elizabeth Frances O'Leary is right for you?

Licenses & Designations

BOTH

Issued 04/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2009

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 Elizabeth Frances O'Leary.
Not sure if Elizabeth Frances O'Leary is right for you?