Nicole
Ubillus
Fidelity Personal And Workplace Advisors
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About this Advisor
Nicole Ubillus is a financial advisor based in Jacksonville, Florida, working with Fidelity Personal And Workplace Advisors. Nicole has previously held positions at Fidelity Investment, CVS Corporate, Addition Financial Credit Union, TCC Wireless, Kohl's Department Store, Vernon Grille, John's Farm, Daytona State College, Father Lopez Catholic High School, and Kellenberg Memorial High School. Nicole has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Nicole is part of Fidelity Personal And Workplace Advisors, which operates out of Jacksonville, Florida. 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
Nicole Ubillus Work History
Fidelity Investment
Cvs Corporate
Addition Financial Credit Union
Daytona State College
Tcc Wireless
Kohl'S Department Store
Vernon Grille
John'S Farm
Father Lopez Catholic High School
Kellenberg Memorial High School
Disclosures
Please visit the SEC profile of Nicole Ubillus 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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