Olivia
Haines
Fidelity Personal And Workplace Advisors
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About this Advisor
Olivia Haines is a financial advisor based in Nashville, Tennessee, working with Fidelity Personal And Workplace Advisors. Olivia has previously held positions at Centre College, Family Services Association Of Boyle County, Danville Country Club, Penn Station East Coast Subs, The Club At Uk'S Spindletop Hall, Hartland Pool And Racquet Club, Vinaigrette Salad Kitchen, Fidelity Investments, and as a full-time student. Olivia has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Olivia is part of Fidelity Personal And Workplace Advisors, which operates out of Nashville, Tennessee. 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
Olivia Haines Work History
Fidelity Investments
Family Services Association Of Boyle County
Danville Country Club
Penn Station East Coast Subs
Hartland Pool And Racquet Club
The Club At Uk'S Spindletop Hall
Centre College
Vinaigrette Salad Kitchen
Full Time Student
Disclosures
Please visit the SEC profile of Olivia Haines 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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