Veronica Schreiver
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Sacramento, CA 95825-5598
Credentials
Series 63, Series 66
Industry experience
22 years
About
Veronica Schreiver is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. She brings over 20 years of experience in finance, including 18 years with Fidelity, to assist her clients in working toward their financial goals. Veronica meets with clients regularly, typically one to two times a year or more following significant financial events, to provide personalized financial plans and conduct scheduled reviews of investments and strategies to align with clients' objectives.
Her professional experience includes various roles at Fidelity Investments from 2007 to the present, progressing from Financial Representative to Vice President and Financial Consultant. Prior to joining Fidelity, Veronica held positions at Etrade from 1999 to 2006, including Power ETRADE Lead and Manager, and served as a Bank Operations Manager at Bank of New Hampshire from 1993 to 1999. She holds a California Insurance License.
Outside of her professional career, Veronica enjoys activities such as barre, family activities, hiking, outdoor adventures, spending time with pets, and traveling.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Active portfolio management
Cash flow / budgeting
Location
2277 Fair Oaks Blvd, Stes 150, 155
Sacramento, CA 95825-5598
Most active in
Veronica S has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal and workplace Advisors
2018 - Present (8 years)
Fidelity Brokerage services LLC
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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