Jennifer
Lucius
Fidelity Personal And Workplace Advisors
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About this Advisor
Jennifer Lucius is a financial advisor based in Merrimack, New Hampshire, working with Fidelity Personal And Workplace Advisors. Jennifer has previously held positions at Tufts University, Trinity Wealth Securities L.L.C, Florida Financial Advisors, Union College, Ruffalo Noel Levitz, Attorney Kevin Patrick Seaver, Flour Bakery And Cafe, Shenendehowa High School, Merrill Lynch, Pierce, Fenner & Smith Inc, Sunsational Swim School, Varsity Tutors, Bank Of America, N.A, and Fidelity Investments. Jennifer has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Jennifer is part of Fidelity Personal And Workplace Advisors, which operates out of Merrimack, New Hampshire. 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
Jennifer Lucius Work History
Fidelity Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Sunsational Swim School
Varsity Tutors
Bank Of America, N.A
Trinity Wealth Securities L.L.C
Florida Financial Advisors
Attorney Kevin Patrick Seaver
Flour Bakery And Cafe
Tufts University
Ruffalo Noel Levitz
Union College
Shenendehowa High School
Disclosures
Please visit the SEC profile of Jennifer Lucius 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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