Maegan
Halbedl
Fidelity Personal And Workplace Advisors
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About this Advisor
Maegan Halbedl is a financial advisor based in Charlotte, North Carolina. Halbedl is on the advisory team at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at The Vanguard Group, Inc, Bardo, Kipos Greek Taverna, Might As Well Bar And Grill, Living Kitchen, University Of North Carolina At Chapel Hill, Top Of The Hill, Elkin Country Creamery Inc, Paquette Orthodontics, Qdoba Mexican Grill, Red Rocks, University Of North Carolina At Charlotte, Pine Lake Preparatory, E*Trade Securities LLC, E*Trade Capital Management, LLC and Fidelity Investments. Halbedl has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It administers $653 billion in assets under management between its 1,712,247 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have more than $1 million in assets. The company offers a broad 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. Financial advisory fees largely depend on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Maegan Halbedl Work History
Maegan has been registered as a financial advisor for 0 years.*
Fidelity Investments
E*Trade Capital Management, LLC
E*Trade Securities LLC
The Vanguard Group, Inc
Bardo
Kipos Greek Taverna
Might As Well Bar And Grill
Living Kitchen
Elkin Country Creamery Inc
Paquette Orthodontics
University Of North Carolina At Chapel Hill
Top Of The Hill
Qdoba Mexican Grill
Red Rocks
University Of North Carolina At Charlotte
Pine Lake Preparatory
*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.
Disclosures
Please visit the SEC profile of Maegan Halbedl 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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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