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Narcisse Dargenson

Fidelity Personal AND Workplace Advisors

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About Narcisse Dargenson

Narcisse Dargenson is a financial advisor with over 17 years of experience in the financial services industry. Narcisse is currently registered with Fidelity Personal and Workplace Advisors and has previously been registered with TIAA-CREF Individual & Institutional Services, LLC and Evergreen Investment Services, Inc. Narcisse holds the Series 7, Series 63 and SIE licenses. Narcisse is also a Certified Financial Planner™. Narcisse has a proven track record of helping clients achieve their financial goals. Narcisse is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their finances.

Firm Information

Narcisse Dargenson is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.
Fidelity Personal AND Workplace Advisors

1261 POST ROAD

FAIRFIELD, CT 06824

$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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Narcisse Dargenson’s Registration & Firm History

CT

06/05/2021 - Present

Fidelity Personal AND Workplace Advisors (FAIRFIELD CT)

NY

03/11/2010 - 01/06/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NC

06/13/2005 - 12/31/2009

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 8/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/9/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Narcisse Dargenson.
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