Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Anthony Silveir Machado is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Douglas has been in the industry since August 23, 2019. Douglas is registered in North Carolina and Texas. Douglas specializes in financial planning, portfolio management for businesses and individuals, and the selection of other advisors. Douglas has a variety of experience in the industry, including previous work with Independent Financial Group Branch 1928, CrossFit Lena, and CrossFit Lakewood Ranch.
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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NC
11/03/2020 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 09/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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