Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Fraga-Chavarrieta is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Claudia has been working in the financial industry since December 2008 and has experience with NYLIFE Securities LLC, MML Investors Services, LLC and State Farm VP Management Corp. Claudia offers financial planning, educational seminars and investment advisory services to individuals, high net worth individuals, corporations, businesses and charitable organizations. Claudia works in the Houston, Texas office of Fidelity Personal And Workplace Advisors.
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
TX
09/07/2023 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
IL
02/05/2021 - 12/23/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
06/11/2018 - 04/18/2019
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
08/22/2013 - 07/10/2017
NYLIFE SECURITIES LLC (HOUSTON TX)
TX
10/13/2010 - 11/21/2011
CAPSTONE ASSET PLANNING COMPANY (HOUSTON TX)
TX
04/22/2008 - 02/22/2010
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
TX
02/21/2008 - 04/07/2008
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
08/15/2007 - 11/07/2007
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
TX
07/30/2002 - 03/07/2007
UBS INTERNATIONAL INC. (HOUSTON TX)
BOTH
Issued 11/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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