Thread regarding Fidelity Investments layoffs

Former Fidelity Advisors

https://roggedunngroup.com/fidelity-fired-him-for-reporting-securities-violations.html

For those former Fidelity Advisors who are interested in this. Law firm is Rogge Dunn Group in Dallas, Texas.
Case number is: 3:24-cv-01078
Email address contact is: dunn@roggedunngroup.com

I've contacted the attorney to share my experiences as an advisor at Fidelity.

by Anonymous
| 1061 views | | 2 replies (last May 25, 2024) | Reply
Post ID: @OP+1sFbXOy3
Comment! It's anonymous!

2 replies (most recent on top)

Fired for violating an unwritten policy, eh? Any specific policy?

by Anonymous
| | Reply
Post ID: @2pbi+1sFbXOy3

From the top of house the strategy was race to zero and make money in managed accounts with Fidelity funds. There was never a discussion around clients best interest. Don’t blame the advisors, go talk to those steering distribution PI business and tech strategy aka Brooke, David, Eric, Chris.

by Anonymous
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Post ID: @1fag+1sFbXOy3

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