Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Moreira is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Allison has been in the industry since 2008 and is licensed to provide financial advice in 53 states and the District of Columbia. Allison holds Series 63 and Series 65 licenses, and Series 7 and Series 10 licenses. In addition to their current role at Fidelity Personal And Workplace Advisors, Allison has previously worked at Fidelity Brokerage Services LLC in Smithfield, RI.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
07/04/2005 - 12/20/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
06/28/2001 - 01/07/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 05/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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