Unclaimed
Jared Melnyk is a registered representative of Fidelity Personal And Workplace Advisors in WESTLAKE, OH. Jared has been in the industry for several years and holds the Series 66 license. Jared specializes in Financial Planning, educational seminars and the selection of other advisors. Fidelity Personal And Workplace Advisors is a large firm based out of Boston, MA that manages over $818 billion in client assets. They offer a variety of services, including portfolio management, financial planning, and educational seminars.
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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OH
01/14/2025 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE OH)
Active
Inactive
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