Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Bettencourt is an investment advisor representative with Fidelity Personal And Workplace Advisors. Gary has been in the securities industry for over 10 years. Gary has been registered with Fidelity Personal And Workplace Advisors since 2021. Gary holds multiple securities licenses and is registered in 54 states. Gary has experience in providing investment advice to individuals and families, as well as corporations and charitable organizations. Gary is passionate about helping clients achieve 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.
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
UT
02/01/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
11/28/2012 - 12/18/2019
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
BOTH
Issued 01/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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