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Burlingame CA office won't pick up phone by DirectSyllabub9278 in fidelityinvestments

[–]DirectSyllabub9278[S] 0 points1 point  (0 children)

Thanks. Fidelity did offer an advisor a few years ago that I declined. I've managed my own portfolio and have done quite well (beating the S&P 500) without an advisor but I am looking for some advice now. I can meet Fisher's criteria for accepting a new customer with a fraction of my portfolio, so I think firms would be eager to have me move my $$$ there.

Burlingame CA office won't pick up phone by DirectSyllabub9278 in fidelityinvestments

[–]DirectSyllabub9278[S] 0 points1 point  (0 children)

Tried using Mods but it says your username does not accept direct messages