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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Veloz is a financial advisor registered with Fidelity Personal And Workplace Advisors. Alexander Veloz is a registered investment advisor in 53 states and 3 districts. Alexander Veloz has been in the financial industry for 2 years, and is currently registered with Fidelity Personal And Workplace Advisors. Alexander Veloz holds Series 7TO, SIE, 63, and 66 licenses, and has been employed in the financial industry for 2 years. Alexander Veloz specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Fidelity Personal And Workplace Advisors is a registered investment advisor with $818.8 billion in assets under management. Fidelity Personal And Workplace Advisors has been in business since 2022. Fidelity Personal And Workplace Advisors provides financial planning, portfolio management, and educational seminars. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and charitable organizations.
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
NH
09/12/2023 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 09/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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