Mina
Albers
Fidelity Personal And Workplace Advisors
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About this Advisor
Mina Albers is a financial advisor based out of Austin, Texas with a total of 5 years of relevant experience. Albers is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, Albers has worked at Stay At Home Mom (Following The Position At Dell), Fidelity Brokerage Services LLC, Tek Systems (3 Month Contract Position At Schwab), Unemployed (Actively Seeking A Position As Schwab), Charles Schwab & Co., Inc, Q2 Ebanking and Unemployed (Actively Seeking A Position At Schwab). Albers has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Fidelity Personal And Workplace Advisors is a financial advisory company based out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It oversees $653 billion in assets under management between its 1,712,247 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a broad set 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. A financial advisor's fees usually are based on which services are provided. However, fee types charged by Fidelity Personal And Workplace Advisors likely consist of some combination 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
Mina Albers Work History
Mina has been registered as a financial advisor for 5 years.*
Fidelity Brokerage Services LLC
Charles Schwab & Co., Inc
Unemployed (Actively Seeking A Position As Schwab)
Q2 Ebanking
Tek Systems (3 Month Contract Position At Schwab)
Unemployed (Actively Seeking A Position At Schwab)
Stay At Home Mom (Following The Position At Dell)
*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 Mina Albers 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
Greenbrae, CA
Palo Alto, CA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Boston, MA
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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