Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Silva is a financial advisor registered with Fidelity Personal And Workplace Advisors. Alex has been in the financial services industry for over 5 years. Alex holds licenses for Series 63, 66 and 7 exams and is registered in 53 states for both investment advisory and broker-dealer services. Alex has a strong focus on providing financial planning services to individuals, families, and businesses. Prior to joining Fidelity Personal And Workplace Advisors, Alex was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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2
FL
03/10/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
07/02/2018 - 02/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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