Fidelity Personal And Workplace Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Soojin Hwang is a financial advisor who works in Portland, Oregon, with a total of nine years of professional experience. Hwang works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Fair Housing Council Of Oregon, Asian Pacific American Network Of Oregon, Sinju Bridgeport LLC, J&J Hana LLC and Sushi Hana 2 LLC. Hwang maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Oregon and Texas. Fidelity Personal And Workplace Advisors is a registered investment company based in Portland, Oregon. The firm has offices in 25 locations and a total of 6,722 financial advisors. It manages $338 billion in total assets across its 914,878 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 914,878 client accounts, 24% are associated with high-net-worth investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice typically vary depending on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fidelity Personal And Workplace Advisors Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Soojin Hwang Work History
Soojin has 10 years of experience.
Fair Housing Council Of Oregon
Asian Pacific American Network Of Oregon
Sinju Bridgeport LLC
J&J Hana LLC
Sushi Hana 2 LLC
Soojin Hwang has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
Mc Lean, VA