Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Bedolla is a registered representative with Fidelity Personal and Workplace Advisors. Carlos has been in the financial services industry since August 2023. Carlos is registered with the following regulatory organizations: FINRA, and the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Carlos holds the following licenses: Series 63, Series 66, Series 7, and SIE. Carlos specializes in providing financial planning, investment management, and educational seminars. Carlos has experience working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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
IL
10/07/2024 - Present
Fidelity Personal AND Workplace Advisors (JOLIET IL)
BOTH
Issued 07/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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