Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Boldeia is a financial advisor at Fidelity Personal and Workplace Advisors, where he has been employed since July 2018. Joseph has been a registered investment advisor in New Hampshire and Texas since July 2018. Previously, Joseph was employed at Momentum Securities, L.L.C. in New York, NY. Joseph is a Certified Financial Planner and holds Series 7, Series 55, and Series 63 licenses. Joseph provides financial planning services to individuals, businesses, and charitable organizations, and manages investment portfolios for individuals and businesses.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
06/18/2001 - 09/20/2002
MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)
BC
Issued 03/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Joseph Boldeia is the right advisor for you? Invested Better is here to help.
