Annette B Howze

Current Employers

Employment History

• 07/2007 → Present
  Fidelity Investments
  Henderson, NV
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Seattle, WA
  Tukwila, WA
• 2007-08-31 → 2018-07-13
  Strategic Advisers Llc
  Tukwila, WA
  Henderson, NV
• 2004-03-23 → 2006-11-21
  Charles Schwab & Co., Inc.
  Bakersfield, CA
  Bakersfield, CA
• 2001-07-19 → 2002-10-31
  Morgan Stanley Dw Inc.
  San Francisco, CA

Other Businesses

OBA-9808|OrgNmn:Villa San Simeon LLC|Org Addr:Santa Barb,California,US|OBA Nature:Apartment Rentals|Invst Rel:Y|Title:LLC Manager and limited partner|Duties:check on properties, administrative, make certain tax return is filed ontime and distributed to the partners. Make certain property insurance |StrtDt:07-31-07|TotHrs/mon:5|TrdHrs/mon:0|OBA-9809|OrgNmn:Prosperity Family LLC|Org Addr:Santa Barb,California,US|OBA Nature:Commercial Real Estate and Apa|Invst Rel:Y|Title:LLC member|Duties:Discuss long term planning and development with limited input.|StrtDt:01-02-15|TotHrs/mon:1|TrdHrs/mon:0|OBA-94730|OrgNmn:Turnpike Center LLC|Org Addr:Santa Barb,California,US|OBA Nature:Family owned commercial shoppi|Invst Rel:Y|Title:Independent contractor, I am a pa|Duties:Assist with the following: Organization of business documents, assist my mother managing emails, review bank accounts for accuracy, review Pro|StrtDt:12-27-22|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-02
• S63 Uniform Securities Agent State Law Examination
  1999-06-11

Other Names

• Annette Barling Howze