Deirdre
Shafea
Fidelity Personal And Workplace Advisors
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About this Advisor
Deirdre Shafea is a financial advisor based in Annapolis, Maryland, working with Fidelity Personal And Workplace Advisors. Deirdre has previously held positions at Fidelity Brokerage Services, LLC, Homemaker, Medstar Health Research Institute, Inc, Spa Creek Conservancy, Inc, University Of Maryland University College, and Eastport Elementary School Pta. Deirdre has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Deirdre is part of Fidelity Personal And Workplace Advisors, which operates out of Annapolis, Maryland. 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
Deirdre Shafea Work History
Fidelity Brokerage Services, LLC
Homemaker
Medstar Health Research Institute, Inc
Spa Creek Conservancy, Inc
Spa Creek Conservancy, Inc
University Of Maryland University College
Eastport Elementary School Pta
Disclosures
Please visit the SEC profile of Deirdre Shafea 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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