Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mauricio? Claim Your ProfileMauricio Redondo is a financial advisor with Fidelity Personal And Workplace Advisors. Mauricio has been in the financial industry for 7 years and is licensed in 53 states. Mauricio has a Series 7 and Series 63 license and is also a registered Investment Advisor Representative in Connecticut and Texas. Mauricio specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Educational Seminars. Mauricio has prior experience with J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and Pruco Securities LLC.
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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2
CT
06/11/2024 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
NY
09/13/2022 - 04/12/2024
CITIGROUP GLOBAL MARKETS INC. (Greenburgh NY)
NY
11/20/2019 - 09/10/2022
J.P. MORGAN SECURITIES LLC (White Plains NY)
NY
06/05/2019 - 10/15/2019
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
NY
09/14/2017 - 06/03/2019
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
IA
Issued 11/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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