Unclaimed
Zeryck Russon is a registered representative with Fidelity Personal and Workplace Advisors. Zeryck holds Series 7TO, SIE, and Series 63 licenses. Zeryck has been in the securities industry since December 2023. Zeryck is registered in 53 states. Fidelity Personal and Workplace Advisors is an SEC-registered investment adviser firm with a total of 818 billion dollars in regulatory assets under management. Fidelity Personal and Workplace Advisors provides investment advice to corporations, individuals, investment companies, charitable organizations, high-net-worth individuals, and pension plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
12/13/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BC
Issued 01/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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