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Timothy James Cornelius

Fidelity Personal AND Workplace Advisors

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About Timothy James Cornelius

Timothy Cornelius has been a registered representative since January 1998. Timothy joined Fidelity Personal AND Workplace Advisors in July 2018 after working at Edward Jones from July 2004 to August 2004 and Fidelity Brokerage Services LLC from January 1998 to August 2004. Timothy has been a registered principal since 2008. Timothy holds Series 63, 66, 7, 9, 10, and 24 licenses. Timothy also holds a Series SIE license. Timothy has 26 state registrations. Timothy is a freelance musician and plays bass for theatrical productions and keyboards for a rock music band. Timothy's experience is in Portfolio Management for individuals and businesses, Financial Planning and Educational Seminars.

Firm Information

Timothy Cornelius 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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Timothy Cornelius’s Registration & Firm History

OH

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (OKEANA OH)

MO

07/22/2004 - 08/16/2004

EDWARD JONES (ST. LOUIS MO)

RI

01/29/1998 - 08/10/2004

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 08/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/17/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/06/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/1998

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 Timothy James Cornelius.
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