Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fidelio? Claim Your ProfileFidelio Lopes Rodrigues is a financial advisor with over 30 years of experience. Fidelio currently works at Osaic Wealth, Inc. in Scituate, MA. Fidelio is a registered representative of Osaic Wealth, Inc. and is also an investment advisor representative. Fidelio offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Fidelio Rodrigues is dedicated to helping clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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
MA
06/14/2024 - Present
Osaic Wealth, Inc. (SCITUATE MA)
MA
09/28/1999 - 06/14/2024
SECURITIES AMERICA, INC. (SCITUATE MA)
NY
03/23/1999 - 10/01/1999
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
04/21/1997 - 03/24/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NE
03/02/1995 - 04/18/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/05/1992 - 03/17/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/05/1992 - 03/17/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/29/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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