Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Peterrobert Valeri has been in the securities industry since February 1999 and is currently registered with Fidelity Personal and Workplace Advisors. George has a Series 63, Series 66, Series 7, Series 9, and Series 10 license. George is also registered with the state of New Hampshire, Massachusetts, Texas, and Utah. George specializes in working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. George has been with Fidelity Personal and Workplace Advisors since July 2018.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (LYNDEBOROUGH NH)
BOTH
Issued 11/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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