Fidelity Investments - Corporate Office
Commercial Real Estate
Why pick this one
Fidelity Investments offers Investor Center advisor appointments plus real-time trading for stocks, ETFs, options, and crypto.
Best for
- investors seeking local financial-planning appointments
- retirement planning and IRA rollovers
- online trading across stocks, ETFs, options, and crypto
- fractional US stock and ETF investing
- 529 education savings and HSA planning
Look elsewhere if
- commercial real estate acquisition, brokerage, or property management
- customers seeking legal or tax advice from the investment provider
Specialties
- retirement planning
- wealth management
- online trading for stocks, ETFs, options, and crypto
- IRA and Roth IRA accounts
- health savings accounts
- 529 education savings accounts
- workplace retirement account rollovers
Certifications
- FINRA BrokerCheck
- Member NYSE
- Member SIPC
- Strategic Advisers LLC registered investment adviser
- Fidelity Brokerage Services LLC registered broker-dealer
What makes them different
- Investor Centers offer local advisor appointments Monday through Friday from 8:30 a.m. to 5:00 p.m.
- Fidelity Trader+ supports real-time quotes, customizable alerts, advanced charting, technical indicators, and multi-leg options strategies
- US stocks and ETFs can be traded online with $0 commissions
- Fractional shares allow purchases of US stocks and ETFs for as little as $1
- Fidelity offers integrated brokerage, retirement, HSA, 529, insurance, and charitable-giving products
Distilled from this business's own website.
Contact & Location
- Address
- 100 New Millennium Way, Durham, NC 27709
- Phone
- 8003433548
- Website
- https://www.fidelity.com/customer-service/branc...
Services
- brokerage services
- investment advisory services
- financial planning
- retirement planning
- account transfers and rollovers
- tax information and support
- Investor Center appointments