Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Armando Chalco is a financial advisor with Fidelity Personal And Workplace Advisors. Diego Armando Chalco is registered to provide investment advice in Connecticut, Delaware, Florida, Massachusetts, New Jersey, New York, Rhode Island, South Carolina, and Vermont. Diego Armando Chalco is also licensed to provide investment advice in Texas. Diego Armando Chalco has been in the financial services industry since December 2020. Prior to joining Fidelity Personal And Workplace Advisors, Diego Armando Chalco was employed by VANGUARD MARKETING CORPORATION. Diego Armando Chalco holds the Series 63, Series 66, Series 7TO and SIE licenses.
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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NY
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (CHAPPAQUA NY)
PA
12/03/2020 - 06/02/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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