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Evan T Zeller

Fidelity Personal AND Workplace Advisors

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About Evan T Zeller

Evan T. Zeller is a financial advisor with Fidelity Personal And Workplace Advisors. Evan has been working in the financial industry for over 2 years. Evan is registered with FINRA and the state of California. Evan has Series 7TO, SIE, and Series 66 licenses. Evan specializes in financial planning and portfolio management for individuals and businesses. Evan also provides educational seminars and assists clients with selecting other advisors.

Firm Information

Evan Zeller 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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Evan Zeller’s Registration & Firm History

CA

05/08/2024 - Present

Fidelity Personal AND Workplace Advisors (MOUNTAIN VIEW CA)

CA

05/31/2023 - 04/12/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (San Ramon CA)

CA

07/20/2022 - 05/31/2023

SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)

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Licenses & Designations

BOTH

Issued 05/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Evan T Zeller.
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