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Katherine Susan Whittelsey

Fidelity Personal AND Workplace Advisors

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About Katherine Susan Whittelsey

Katherine Whittelsey is an investment advisor representative with Fidelity Personal And Workplace Advisors. Katherine has been in the industry for over 2 years and holds a Series 7TO, Series 63, and Series 66 license. Katherine is registered to provide investment advice in 52 states and the District of Columbia. Katherine specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.

Firm Information

Katherine Whittelsey 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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Katherine Whittelsey’s Registration & Firm History

CO

11/15/2022 - Present

Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 09/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Katherine Susan Whittelsey.
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