Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Khan De la vega is an investment advisor representative with Fidelity Personal And Workplace Advisors. Amir has been in the financial industry since 2008 and is licensed to offer securities and advisory services in 53 states and the District of Columbia. Amir is also a Registered Representative of FINRA. Amir holds the Series 66, Series 7, and SIE licenses. Amir specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Amir has been with Fidelity Personal And Workplace Advisors since 2024. Prior to that, Amir worked at Morgan Stanley and E*TRADE SECURITIES LLC.
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
UT
04/22/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
01/10/2023 - 03/07/2024
MORGAN STANLEY (Sandy UT)
UT
08/20/2008 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
02/18/2008 - 07/30/2008
AXA ADVISORS, LLC (SALT LAKE CITY UT)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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