Amanda
Granger
Fidelity Personal And Workplace Advisors
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About this Advisor
Amanda Granger is a financial advisor based in Latonia, Kentucky, working with Fidelity Personal And Workplace Advisors. Amanda has previously held positions at Fidelity Brokerage Services LLC, Groupon Inc, Liberty University, University Of Cincinnati, and Sungs Korean Bistro. Amanda has passed the Series 66 regulatory exam and is registered to provide services in Kentucky, Ohio, and Texas. Currently, Amanda is part of Fidelity Personal And Workplace Advisors, which operates out of Latonia, Kentucky. 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
Amanda Granger Work History
Fidelity Brokerage Services LLC
Liberty University
Groupon Inc
University Of Cincinnati
Sungs Korean Bistro
Disclosures
Please visit the SEC profile of Amanda Granger 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
