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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carvalho is a financial advisor with Fidelity Personal And Workplace Advisors, with a focus on providing financial planning, portfolio management, and educational seminars for individuals, businesses, and high-net-worth clients. Michael has been a registered financial advisor since 2018, and has a diverse range of experience across various industries. Before joining Fidelity, Michael held a similar role at Ameriprise Financial Services, Inc. Michael is licensed to provide investment advice in both California and Texas, and is registered to sell securities in all 50 states.
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
CA
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (BURLINGAME CA)
CA
07/23/2018 - 02/19/2019
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
BOTH
Issued 07/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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