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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Rogers-botellio is a financial advisor at Fidelity Personal And Workplace Advisors. Brian is a CERTIFIED FINANCIAL PLANNER™ professional with over 7 years of experience in the financial services industry. Brian is registered in Massachusetts and Texas and holds Series 63, Series 66, Series 7, Series 9, and Series 10 securities licenses. Brian has experience working with individuals, businesses, and institutional clients.
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
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (CHESTNUT HILL MA)
MA
04/27/2017 - 01/17/2024
CHARLES SCHWAB & CO., INC. (Boston MA)
BOTH
Issued 07/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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