Fidelity Personal And Workplace Advisors
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About this Advisor
Renrick Pesce is a financial advisor in Merrimack, New Hampshire. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, they have accumulated 10 years of professional experience. Pesce holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Pesce is able to advise clients based out of New Hampshire and Texas. Over the course of their career, Pesce has held roles at John Hancock Funds, John Hancock Retirement Plan Services, A Great Place To Sit, Homestead-Miami Speedway, Boston Celtics, University Of New Hampshire, John Hancock Funds, LLC, John Hancock Advisers, LLC, Edward Jones, Axa Advisors, LLC, Uber, Lyft and Fidelity Brokerage Services, LLC. Fidelity Personal And Workplace Advisors is headquartered in Merrimack, New Hampshire, and operates out of 1,138 brick-and-mortar locations throughout the nation. As a company, Fidelity Personal And Workplace Advisors oversees $453 billion in assets throughout 1,038,219 accounts and employs more than 8,158 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 29% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
Renrick Pesce Work History
Renrick has 10 years of experience.
Fidelity Brokerage Services, LLC
Axa Advisors, LLC
John Hancock Advisers, LLC
John Hancock Funds
John Hancock Funds, LLC
John Hancock Retirement Plan Services
A Great Place To Sit
University Of New Hampshire
Renrick Pesce has no disclosures.
Please visit their SEC profile for more details.
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