Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Poirier is a financial advisor with Fidelity Personal And Workplace Advisors. Arthur has over 25 years of experience in the financial services industry. Arthur is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. He also holds Series 63, 66, 7, 8, 9 and 10 licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Arthur offers a range of financial services, including financial planning, portfolio management, and educational seminars. Arthur has a strong commitment to providing personalized service to clients and helping them achieve their financial goals.
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
RI
02/10/2020 - Present
Fidelity Personal AND Workplace Advisors (PROVIDENCE RI)
RI
07/14/2010 - 04/04/2018
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/06/2006 - 07/18/2008
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
11/24/2005 - 10/06/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/03/1995 - 11/23/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
03/01/2005 - 11/22/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MN
07/11/1994 - 12/23/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/1994 - 12/23/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/09/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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