Rashon
Holmes
Fidelity Personal And Workplace Advisors
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About this Advisor
Rashon Holmes is a financial advisor based in Warrington, Pennsylvania, working with Fidelity Personal And Workplace Advisors. Rashon has previously held positions at Santander Bank N.A, Santander Securities, LLC, Pnc Bank, Wells Fargo, Culloo Entertainment, Citizens Securities, Inc, Citizens Securities Inc, and Fidelity Investments. Rashon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Rashon is part of Fidelity Personal And Workplace Advisors, which operates out of Warrington, Pennsylvania. 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
Rashon Holmes Work History
Fidelity Investments
Citizens Securities Inc
Citizens Securities, Inc
Santander Bank N.A
Santander Securities, LLC
Pnc Bank
Culloo Entertainment
Wells Fargo
Disclosures
Please visit the SEC profile of Rashon Holmes 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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