Unclaimed
Desmond Deion Adel is an investment advisor representative with Fidelity Personal And Workplace Advisors. Desmond Deion Adel is registered with FINRA and has 2 state registrations, including Indiana and Texas. Desmond Deion Adel has been in the securities industry since 2023. Desmond Deion Adel is registered in Indiana and Texas as an investment advisor representative. Desmond Deion Adel has passed the Series 66, Series 63, Series 7TO and SIE exams. Desmond Deion Adel holds a FINRA Series 7TO registration.
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.
1
2
IN
05/24/2024 - Present
Fidelity Personal AND Workplace Advisors (CARMEL IN)
BOTH
Issued 05/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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