Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alipio? Claim Your ProfileAlipio Figueroa is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Alipio has been in the financial services industry since 2006. Alipio has a Series 7, Series 9, Series 10, Series 24, Series 31 and SIE licenses. Alipio is registered to provide investment advice in Connecticut, Florida, New Jersey, New York, Pennsylvania, Texas, and Virginia. Prior to joining Fidelity Personal AND Workplace Advisors, Alipio worked at J.P. Morgan Securities LLC and TD Ameritrade, Inc. Alipio specializes in providing investment advice to high-net-worth individuals, corporations, and retirement plans. Alipio is also a volunteer treasurer for Middletown High School North - Diamond Club (Baseball).
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
NJ
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (WAYNE NJ)
NJ
04/16/2021 - 05/25/2022
J.P. MORGAN SECURITIES LLC (MANALAPAN NJ)
NJ
03/26/2009 - 12/31/2020
TD AMERITRADE, INC. (SHREWSBURY NJ)
NJ
07/13/2005 - 04/02/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
BOTH
Issued 09/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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