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Kerri Melissa McLean

Fidelity Personal AND Workplace Advisors

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About Kerri Melissa McLean

Kerri McLean is a financial advisor at Fidelity Personal And Workplace Advisors. Kerri has been in the financial services industry since July 2016 and has a strong understanding of the investment process. Kerri works with a variety of clients, including individuals, families, and businesses. Kerri specializes in financial planning, portfolio management, and retirement planning. Kerri holds the Series 7, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Kerri is committed to providing her clients with personalized financial advice that meets their individual needs.

Firm Information

Kerri McLean 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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Kerri McLean’s Registration & Firm History

KY

11/19/2021 - Present

Fidelity Personal AND Workplace Advisors (COVINGTON KY)

MD

06/05/2015 - 09/28/2020

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 03/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Kerri Melissa McLean. Review regulatory record here.
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