Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvis? Claim Your ProfileElvis Rivera is a financial advisor with Fidelity Personal and Workplace Advisors. Elvis has been in the financial services industry since 2018. Elvis has a Series 7, Series 66, and SIE license and is registered in Florida, Iowa, Massachusetts, Minnesota, North Dakota, and Texas. Before joining Fidelity Personal and Workplace Advisors, Elvis worked at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elvis is committed to providing personalized financial advice to individuals and families. Elvis specializes in financial planning, portfolio management, and education. Elvis also holds a board position with LatinoLEAD, a non-profit organization in Saint Paul, Minnesota.
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
MN
08/20/2024 - Present
Fidelity Personal AND Workplace Advisors (EDINA MN)
MN
08/01/2019 - 08/14/2023
MORGAN STANLEY (St. Paul MN)
MN
07/26/2018 - 05/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYZATA MN)
BOTH
Issued 10/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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