Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Vazquez is a financial advisor with Fidelity Personal And Workplace Advisors. George has been in the financial industry since 1986 and has experience working with individuals, businesses and retirement plans. George is registered with the state of Massachusetts as an Investment Advisor Representative. Fidelity Personal And Workplace Advisors is a large financial firm with over $800 Billion in assets under management.
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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RI
10/02/2024 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
05/20/2022 - 07/03/2024
FIDELITY BROKERAGE SERVICES LLC (LITTLETON MA)
MA
01/05/2022 - 05/23/2022
FORESIDE FUND SERVICES, LLC (Wellesley MA)
MA
12/24/2020 - 12/31/2021
FORESIDE FUND SERVICES, LLC (Wellesley MA)
MA
04/28/2015 - 11/06/2019
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
MA
04/19/2002 - 08/07/2013
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
NY
08/31/2001 - 11/27/2001
FAM DISTRIBUTORS, INC. (NEW YORK NY)
RI
03/15/2001 - 04/26/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
02/07/1996 - 04/26/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/11/1993 - 02/07/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
09/22/1992 - 06/09/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
FL
05/30/1990 - 10/17/1990
INVESTACORP, INC. (MIAMI FL)
MA
07/23/1986 - 04/09/1990
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IA
Issued 12/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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