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Olympia Kazan Wheeler

Fidelity Personal AND Workplace Advisors

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About Olympia Kazan Wheeler

Olympia Kazan Wheeler is a registered investment advisor representative. Olympia has been in the industry since 1996. Olympia currently works for Fidelity Personal and Workplace Advisors. Before that, she has worked with Citizens Securities, Inc., Pruco Securities, LLC., MFS Fund Distributors, Inc., and Eaton Vance Distributors, Inc.. Olympia holds the Series 6, 7, 63, 65, 79TO, and SIE licenses. Olympia specializes in providing financial planning, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Olympia Wheeler 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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Olympia Wheeler’s Registration & Firm History

MA

01/12/2024 - Present

Fidelity Personal AND Workplace Advisors (LITTLETON MA)

MA

11/19/2021 - 05/11/2023

CITIZENS SECURITIES, INC. (WESTON MA)

MA

11/15/2017 - 11/12/2021

PRUCO SECURITIES, LLC. (MARLBOROUGH MA)

MA

05/01/2012 - 03/07/2017

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

11/01/1996 - 04/05/2012

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

MA

05/20/1996 - 11/01/1996

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

SC

07/17/1995 - 06/17/1996

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

IA

Issued 12/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/1995

Series 7 - General Securities Representative Examination

BC

Issued 07/14/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Olympia Kazan Wheeler.
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