Fidelity Personal And Workplace Advisors
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About this Advisor
Jennifer Bruno is a financial advisor working in Moseley, Virginia, with 1 year of industry experience. Bruno currently works for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Securian Financial Services Inc, Conversion Geeks, Virginia Asset Management, Securian Financial Inc and Fidelity Investment. Bruno holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Virginia. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 people on staff. It manages $653 billion in total assets among its 1,712,247 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% are held by high-net-worth investors who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the financial services. However, fee types billed by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.
Certifications and Registrations
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Fidelity Personal And Workplace Advisors Brokerage Details
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
Jennifer Bruno Work History
Jennifer has been registered as a financial advisor for 1 years.*
Virginia Asset Management
Securian Financial Inc
Securian Financial Services Inc
Securian Financial Services Inc
*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.
Please visit the SEC profile of Jennifer Bruno 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
Rancho Cucamonga, CA
Fort Lauderdale, FL
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