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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward James Villari is an investment advisor representative with Fidelity Personal and Workplace Advisors. Edward James Villari is licensed in Kentucky and Ohio. Edward James Villari joined the firm in July 2018. Prior to that, Edward James Villari worked at Fidelity Brokerage Services, LLC in Covington, Kentucky. Edward James Villari has been in the industry since April 22, 2013. Edward James Villari is a licensed investment advisor representative (IAR) and has Series 7 and 66 licenses. Edward James Villari works with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Edward James Villari specializes in financial planning, portfolio management, educational seminars, and selection of other advisors. Edward James Villari is committed to providing clients with personalized financial advice and solutions.
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
07/29/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 07/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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