Carlos
Kennedy
Fidelity Personal And Workplace Advisors
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About this Advisor
Carlos Kennedy is a financial advisor operating out of Salt Lake City, Utah with 1 year of industry experience. Kennedy works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Scottrade, Inc, Bank Of The West, Bancwest Investment Services, Bancwest Investment Services, Inc, Department Of Health Care Services and Fidelity Investments. Kennedy has Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in total assets between its 1,712,247 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice typically are based on the financial services offered. Fees billed by Fidelity Personal And Workplace Advisors can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Carlos Kennedy Work History
Carlos has been registered as a financial advisor for 1 years.*
Fidelity Investments
Bancwest Investment Services, Inc
Department Of Health Care Services
Bank Of The West
Bancwest Investment Services
Scottrade, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carlos Kennedy 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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