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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Phelps is a financial advisor with Fidelity Personal And Workplace Advisors. Jeremy has been in the financial industry since 2015. Jeremy is registered as a Registered Representative in Massachusetts and Texas, and is a Certified Financial Planner. Jeremy has been working with Fidelity Investments since 2023, but previously worked at Amundi Pioneer Asset Management, Inc. and PNC Investments. Jeremy holds the Series 7 and Series 66 licenses. Fidelity Personal And Workplace Advisors manages over $818 billion in client assets, providing financial planning, educational seminars, and portfolio management for individuals and businesses.
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
04/11/2024 - Present
Fidelity Personal AND Workplace Advisors (HINGHAM MA)
MA
11/07/2018 - 10/13/2023
AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)
OH
07/12/2016 - 11/01/2018
PNC INVESTMENTS (CLEVELAND OH)
OH
10/05/2015 - 06/22/2016
METLIFE SECURITIES, INC (HIGHLAND HILLS OH)
BOTH
Issued 08/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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