Alanis
Mcnier
Fidelity Personal And Workplace Advisors
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About this Advisor
Alanis Mcnier is a financial advisor based in New Haven, Connecticut, working with Fidelity Personal And Workplace Advisors. Alanis has previously held positions at Fidelity Investments, Shell And Bones Oyster Bar And Grill, College For Creative Studies, Chris Schanck Studios, Kahootz Toys, Hard Rock Café, Max & Erma's, and Red Lobster. Alanis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Alanis is part of Fidelity Personal And Workplace Advisors, which operates out of New Haven, Connecticut. 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
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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
Alanis Mcnier Work History
Fidelity Investments
Shell And Bones Oyster Bar And Grill
Chris Schanck Studios
Kahootz Toys
College For Creative Studies
Hard Rock Café
Max & Erma'S
Red Lobster
Disclosures
Please visit the SEC profile of Alanis Mcnier 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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