Danielle
Hassan
Fidelity Personal And Workplace Advisors
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About this Advisor
Danielle Hassan is a financial advisor operating in Englewood, Colorado who has 1 year of relevant experience. Hassan is an advisor for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Investments, Alexis Doktor Designs, Whetstone Perkins & Fulda, LLC, Life Time Fitness, Gardener Media, Ymca Camp Hayward, University Of South Carolina and Starbucks. Hassan maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland, Texas and Virginia. Fidelity Personal And Workplace Advisors is a company that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in assets under management across its 1,712,247 customer accounts, placing it among the biggest investment advisory 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 clients who have at least $1 million in assets. The firm performs a broad assortment 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. A financial advisor's fee schedules largely are based on which services are provided. Fees billed by Fidelity Personal And Workplace Advisors most likely are comprised of some blend 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
Danielle Hassan Work History
Danielle has been registered as a financial advisor for 1 years.*
Fidelity Investments
Alexis Doktor Designs
Whetstone Perkins & Fulda, LLC
Life Time Fitness
Gardener Media
Ymca Camp Hayward
University Of South Carolina
Ymca Camp Hayward
Starbucks
Ymca Camp Hayward
Starbucks
*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 Danielle Hassan 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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