Kimberly
Osowsky

Fidelity Personal And Workplace Advisors

CRD#7697340
Investment Advisor
in Roanoke, TX

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About this Advisor

Kimberly Osowsky is a financial advisor based in Roanoke, Texas, working with Fidelity Personal And Workplace Advisors. Kimberly has previously held positions at Northwest Isd - Lakeview Elementary, The Conference Exchange (Confex), and Fidelity Investments. Kimberly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Kimberly is part of Fidelity Personal And Workplace Advisors, which operates out of Roanoke, Texas. 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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Destiny Way
Roanoke, TX 76262-8103

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

TX Average: $16,012,751,954
Total Number of Employees

15,424

TX Average: 118
Total Number of Accounts

1,991,043

TX Average: 4,567
Average Account Size

$411,230

TX Average: $3,506,186

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

Kimberly Osowsky Work History

2023 - Present (1 year)

Fidelity Investments

2022 - 2022 (< 1 year)

The Conference Exchange (Confex)

2012 - 2022 (10 years)

Northwest Isd - Lakeview Elementary

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kimberly Osowsky 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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