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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emmanuel? Claim Your ProfileEmmanuel Paras is a financial advisor with Fidelity Personal And Workplace Advisors. Emmanuel has been in the financial services industry since 1996. Emmanuel is registered to provide investment advice in California. Emmanuel has a Series 7 and Series 63 license as well as the SIE and Series 65 licenses.
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
CA
12/21/2021 - Present
Fidelity Personal AND Workplace Advisors (SAN MATEO CA)
CA
04/07/2016 - 03/27/2020
WELLS FARGO CLEARING SERVICES, LLC (PALO ALTO CA)
CA
06/25/2004 - 04/07/2016
SCOTTRADE, INC. (SAN JOSE CA)
MN
12/13/2001 - 08/12/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/13/2001 - 08/12/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/23/1992 - 06/11/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/02/1990 - 11/15/1990
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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