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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Gallant is an investment advisor representative with Fidelity Personal And Workplace Advisors. Karen is also registered as an investment advisor representative in New Hampshire. Karen has been in the securities industry since April 20, 2014. Fidelity Personal And Workplace Advisors has been in business since August 17, 2009. Fidelity Personal And Workplace Advisors is an investment advisor firm with offices in Boston, Massachusetts and Merrimack, New Hampshire. Fidelity Personal And Workplace Advisors has approximately $1 billion - $10 billion in assets under management. Fidelity Personal And Workplace Advisors provides financial planning services, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NH
10/17/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
04/16/2018 - 09/20/2022
LPL FINANCIAL LLC (BEDFORD NH)
NH
07/02/2007 - 12/10/2008
AIG FINANCIAL ADVISORS, INC. (LONDONDERRY NH)
MA
07/11/2003 - 01/31/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 11/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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