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Emil Joseph Aberizk

Fidelity Personal AND Workplace Advisors

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About Emil Joseph Aberizk

Emil Joseph Aberizk is a financial advisor with Fidelity Personal And Workplace Advisors. Emil has over 30 years of experience in the industry and is a Registered Representative and Investment Advisor Representative. Emil is licensed in 52 states and the District of Columbia. He specializes in providing financial planning, portfolio management, and educational seminars. Emil also has experience working with insurance companies, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Emil Aberizk 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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Emil Aberizk’s Registration & Firm History

RI

09/10/2021 - Present

Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)

MA

04/02/2018 - 07/06/2021

PRUCO SECURITIES, LLC. (WAKEFIELD MA)

MA

02/04/2013 - 06/14/2017

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

01/13/2014 - 12/28/2015

SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)

MA

04/19/2007 - 04/20/2012

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

GA

05/13/2004 - 03/27/2007

AXA ADVISORS, LLC (ALPHARETTA GA)

MA

08/30/1984 - 05/04/2004

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

MA

11/28/1992 - 07/24/2001

ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY (WORCESTER MA)

ME

06/23/1993 - 04/12/1995

440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)

NA

07/01/1982 - 02/25/1985

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 12/08/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2008

Series 30 - NFA Branch Manager Examination

BC

Issued 09/14/1990

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/30/1990

Series 4 - Registered Options Principal Examination

BC

Issued 05/02/1986

Series 24 - General Securities Principal Examination

BC

Issued 06/27/1985

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 12/03/1984

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/29/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Emil Joseph Aberizk.
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