Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joao paulo? Claim Your ProfileJoao paulo Depina Monteiro is a financial advisor with Fidelity Personal And Workplace Advisors, registered in Kentucky, Ohio, and Texas. Joao paulo has been in the industry since February 2021 and holds the Series 7TO, Series 63, Series 66, and SIE licenses. Joao paulo's firm, Fidelity Personal And Workplace Advisors, offers a range of financial services to clients including financial planning, portfolio management for businesses and individuals, and educational seminars. The firm manages assets for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and state and municipal government entities.
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.
1
2
KY
06/17/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 06/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Joao paulo Monteiro is the right advisor for you? Invested Better is here to help.
