Stephanie
Johnston
Fidelity Personal And Workplace Advisors
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About this Advisor
Stephanie Johnston is a financial advisor based in Geneva, Illinois, working with Fidelity Personal And Workplace Advisors. Stephanie has previously held positions at Robert W Baird & Co Inc, Raymond James Financial Services, Inc, Blawkhawk State Bank, Raymond James Financial Services Advisors Inc, Ameriprise Financial Services, Inc, Cetera Advisor Networks, Lpl Financial, Robert W Barid, and Fidelity Investments. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Stephanie is part of Fidelity Personal And Workplace Advisors, which operates out of Geneva, Illinois. 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
Stephanie Johnston Work History
Fidelity Investments
Robert W Barid
Cetera Advisor Networks
Lpl Financial
Ameriprise Financial Services, Inc
Raymond James Financial Services, Inc
Blawkhawk State Bank
Raymond James Financial Services Advisors Inc
Robert W Baird & Co Inc
Disclosures
Please visit the SEC profile of Stephanie Johnston 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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