Waddell & Reed

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website

Raymond James Financial Services in Wellesley Hills, MA, is a renowned financial company specializing in customized wealth management services, investment banking, asset management, and capital market solutions. Catering to a diverse clientele comprising individuals, businesses, and municipalities, they offer a wide array of financial planning services, portfolio advisory strategies, investment research, and tailored support to help clients achieve their unique financial objectives. Backed by extensive experience, Raymond James places a strong emphasis on providing personalized attention and detailed analysis to assist clients in navigating intricate financial landscapes. Their approach prioritizes prudent risk management while presenting opportunities for clients to enhance, safeguard, and efficiently transfer their financial assets. With a global presence and a community-centric ethos, Raymond James Financial Services is dedicated to delivering attentive, purposeful, and objective-driven financial solutions to meet the diverse needs of their clients. Generated using this brand's available information

Select services available at Fidelity Investor CentersWe have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:Paper check deposits with account number marked clearly on the checkNew account paper applications Completed paperwork Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.