Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Verdi is a financial advisor with Fidelity Personal And Workplace Advisors in ROSEVILLE, CA. Alberto Verdi has been in the industry since March 30, 2016 and has a total of 18 active state registrations. Alberto Verdi is licensed to provide securities and investment advisory services. The firm has offices in 45 states and the District of Columbia. Fidelity Personal And Workplace Advisors is a registered investment advisor with offices in 45 states and the District of Columbia. The firm provides a variety of services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
09/27/2022 - Present
Fidelity Personal AND Workplace Advisors (ROSEVILLE CA)
FL
11/20/2012 - 06/06/2017
J.P. MORGAN SECURITIES LLC (PALM CITY FL)
CA
09/08/2008 - 07/01/2010
WELLS FARGO INVESTMENTS, LLC (GREENBRAE CA)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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