Shawn
Secody
Fidelity Personal And Workplace Advisors
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About this Advisor
Shawn Secody is a financial advisor based in Phoenix, Arizona, working with Fidelity Personal And Workplace Advisors. Shawn has previously held positions at Morgan Stanley, Watson Chevrolet, Colorado River Discovery, The Church Of Jesus Christ Of Latter-Day Saints, University Of Arizona, The Vanguard Group, Inc, Amazon, Fidelity Investments, and Wal-Mart. Shawn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Shawn is part of Fidelity Personal And Workplace Advisors, which operates out of Phoenix, Arizona. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Shawn Secody Work History
Fidelity Investments
Wal-Mart
The Vanguard Group. Inc
Amazon
Morgan Stanley
Watson Chevrolet
University Of Arizona
Colorado River Discovery
Colorado River Discovery
University Of Arizona
The Church Of Jesus Christ Of Latter-Day Saints
Disclosures
Please visit the SEC profile of Shawn Secody to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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