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Juan de dios Hernandez

Fidelity Personal AND Workplace Advisors

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About Juan de dios Hernandez

Juan de dios Hernandez is an investment advisor representative at Fidelity Personal AND Workplace Advisors in Greenwood Village, Colorado. Juan de dios Hernandez is licensed to sell securities in 53 states and has been in the financial industry for over two years. Juan de dios Hernandez is also registered as an Investment Advisor Representative in Colorado and Texas. Fidelity Personal AND Workplace Advisors is an investment firm based in Boston, Massachusetts with over 14,500 investment advisor representatives and nearly $819 billion in assets under management.

Firm Information

Juan de dios Hernandez 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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Juan de dios Hernandez’s Registration & Firm History

CO

02/10/2023 - Present

Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 12/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Juan de dios Hernandez. Review regulatory record here.
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