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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kieran? Claim Your ProfileKieran Daniel Paulino is a financial advisor registered with Fidelity Personal AND Workplace Advisors. Kieran has been working in the financial services industry since 2020. Kieran is registered as an Investment Advisor Representative in Florida and Texas, and is a registered representative with FINRA. Kieran specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Kieran has experience working with clients of various types, including individuals, businesses, and high-net-worth individuals. Kieran's firm, Fidelity Personal AND Workplace Advisors, is a large firm with billions of dollars under management. The firm provides a range of services, including financial planning, portfolio management, and educational seminars.
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
FL
08/24/2023 - Present
Fidelity Personal AND Workplace Advisors (ORLANDO FL)
FL
06/27/2020 - 05/19/2023
EQUITABLE ADVISORS, LLC (ORLANDO FL)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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