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Juan Jose Faget aveledo

Fidelity Brokerage Services LLC

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About Juan Jose Faget aveledo

Juan Jose Faget aveledo is a financial advisor with Fidelity Brokerage Services LLC. Juan has over 20 years of experience in the financial services industry. Juan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, and 66 licenses. Juan is registered in all 50 states and the District of Columbia. Juan's primary focus is on providing financial advice to individuals, families, and small businesses. Juan also has experience in portfolio management, retirement planning, and estate planning. Juan is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Juan Faget aveledo is currently registered with Fidelity Brokerage Services LLC. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Brokerage Services LLC

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Juan Faget aveledo’s Registration & Firm History

RI

09/06/2022 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

FL

09/01/2020 - 12/22/2020

EQUITABLE ADVISORS, LLC (FT. LAUDERDALE FL)

PR

10/07/2002 - 06/10/2003

CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 10/23/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Juan Jose Faget aveledo.
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