Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Oppel is a financial advisor with Fidelity Personal And Workplace Advisors. Everett has been in the financial industry since 2008. Everett's experience includes working for Fidelity Investments Institutional Services Company, Inc., and Fidelity Brokerage Services LLC. Everett is registered with FINRA as a General Securities Representative and holds the Series 63, Series 65, and Series 7 licenses. Everett is also a Certified Financial Planner. Fidelity Personal And Workplace Advisors provides a range of financial services to individuals and families, including financial planning, investment management, and retirement planning.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
08/26/2009 - 03/05/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NH
09/26/2008 - 07/28/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 04/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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