Unclaimed
Douglas M. Climo is an investment advisor representative with Fidelity Personal and Workplace Advisors based in Boston, Massachusetts. Douglas M. Climo has been in the industry since October 5, 2002. Douglas M. Climo is a registered investment advisor in Florida and Texas. Douglas M. Climo has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, the General Securities Sales Supervisor - Options Module Examination and the General Securities Sales Supervisor - General Module Examination. Douglas M. Climo has specialized in various areas including Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors, Financial Planning, and Educational Seminars.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 06/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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