Renee
Wallace
Fidelity Personal And Workplace Advisors
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About this Advisor
Renee Wallace is a financial advisor based in Plainview, New York, working with Fidelity Personal And Workplace Advisors. Renee has previously held positions at Fidelity Investments, Bridal Reflections, Rocco's Tacos & Tequila Bar, Joseph Scarpa CPA PC, The Home Depot, Cryo Energy, and The Milleridge Inn. Renee has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Renee is part of Fidelity Personal And Workplace Advisors, which operates out of Plainview, New York. 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
Renee Wallace Work History
Fidelity Investments
Bridal Reflections
Rocco'S Tacos & Tequila Bar
Joseph Scarpa Cpa Pc
The Home Depot
Cryo Energy
The Milleridge Inn
Disclosures
Please visit the SEC profile of Renee Wallace 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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