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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo jose? Claim Your ProfileEduardo jose Padrino velasquez is a financial advisor at Fidelity Personal And Workplace Advisors. Eduardo jose Padrino velasquez has been in the industry since August 2017 and specializes in providing investment advice and financial planning services to individuals, businesses, and pension plans. Eduardo jose Padrino velasquez also has experience in providing financial advice to charitable organizations. Eduardo jose Padrino velasquez is registered to provide investment advice in 31 states and has been a registered representative of Fidelity Brokerage Services LLC since May 2022.
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
IL
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (SCHAUMBURG IL)
IL
05/17/2022 - 03/14/2023
FIDELITY BROKERAGE SERVICES LLC (SCHAUMBURG IL)
IL
01/01/2022 - 02/22/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ELGIN IL)
BOTH
Issued 10/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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