Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvydas? Claim Your ProfileAlvydas Knasas is a financial advisor at Fidelity Personal and Workplace Advisors. Alvydas has been in the financial industry since 2006. Alvydas is registered as a broker-dealer in 9 states and as an investment advisor representative in 3 states. Alvydas is also a Certified Financial Planner. In addition to his work at Fidelity Personal and Workplace Advisors, Alvydas is also a managing partner of Darwin Hill LLC. Alvydas specializes in financial planning, portfolio management, and educational seminars.
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
NC
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CARY NC)
MA
07/12/2006 - 03/20/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (HINGHAM MA)
MA
04/07/2006 - 06/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BOSTON MA)
IA
Issued 04/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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