Fidelity Personal And Workplace Advisors
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About this Advisor
Nicole Villavicencio is a financial advisor working out of Hawthorne, New York. Villavicencio is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, Villavicencio has worked at Wells Fargo Bank, Na, Jpmorgan Chase, Jpmorgan Securities LLC, Jpmorgan Chase Bank Na, Wow Cleaning Inc, Morgan Stanley, Morgan Stanley Private Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Fidelity Investments and Iona University. Villavicencio holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in New York and Texas. Fidelity Personal And Workplace Advisors is a registered investment company based in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in assets under management across its 1,712,247 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.
Certifications and Registrations
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Fidelity Personal And Workplace Advisors Brokerage Details
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
Nicole Villavicencio Work History
Nicole has been registered as a financial advisor for 0 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Morgan Stanley Private Bank, N.A
Jpmorgan Securities LLC
Jpmorgan Chase Bank Na
Wells Fargo Bank, Na
Wow Cleaning Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Nicole Villavicencio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Rancho Cucamonga, CA
Fort Lauderdale, FL
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