Alexandra
Sale
Fidelity Personal And Workplace Advisors
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About this Advisor
Alexandra Sale is a financial advisor based out of Latonia, Kentucky who has 1 year of industry experience. Sale is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, Sale has worked at Design On Sale, Pillar Valuation Group, Colliers International, Comey & Shepherd, Galerie, University Of Cincinnati, Axa Advisors, LLC, Pruco Securities LLC, The Prudential Insurance Company Of America and Fidelity Investments. Sale holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kentucky and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It controls $653 billion in assets between its 1,712,247 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors has 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. Financial management fee schedules typically vary depending on which service is offered. Fees charged by Fidelity Personal And Workplace Advisors may include 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
Alexandra Sale Work History
Alexandra has been registered as a financial advisor for 1 years.*
Fidelity Investments
Pruco Securities LLC
The Prudential Insurance Company Of America
Axa Advisors,LLC
Pillar Valuation Group
Colliers International
University Of Cincinnati
Comey & Shepherd
Galerie
Design On Sale
*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 Alexandra Sale 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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