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Armando J Roberto

Fidelity Brokerage Services LLC

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About Armando J Roberto

Armando J Roberto is a financial professional with over 16 years of experience in the industry. Roberto is currently registered with Fidelity Brokerage Services LLC and has been with them since January 1, 2008. Prior to that, Roberto worked with FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. from September 11, 2006 until January 1, 2008. Roberto holds the Series 6, Series 7, Series 63, and SIE licenses. Roberto is registered in 12 states, including District of Columbia, Florida, Kentucky, Massachusetts, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Rhode Island, Texas, and Virginia.

Firm Information

Armando Roberto is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Armando Roberto’s Registration & Firm History

NH

01/01/2008 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

NH

09/11/2006 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)

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Licenses & Designations

BC

Issued 11/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/08/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Armando J Roberto.
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