Unclaimed
Alberto Ochoa Salazar is a financial professional with over two years of experience in the industry. Alberto is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity, Alberto was employed by J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, Texas. Alberto has a Series 7TO, Series 63 and SIE license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
RI
01/26/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
TX
03/03/2022 - 10/22/2022
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
12/04/2020 - 07/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BC
Issued 03/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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