Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mateo? Claim Your ProfileMateo Cresci is an investment advisor representative at Fidelity Personal And Workplace Advisors. Mateo Cresci has a strong background in the financial services industry with a focus on financial planning and portfolio management. Mateo Cresci has been actively involved in the industry since 2022. Mateo Cresci currently holds Series 63, Series 7TO, and SIE licenses and is registered in all 50 states and the District of Columbia.
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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TX
01/06/2025 - Present
Fidelity Personal AND Workplace Advisors (DALLAS TX)
BC
Issued 10/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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