Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Valeri is a financial advisor at Fidelity Brokerage Services LLC. Michael is a Series 7, Series 9, Series 10, and Series 63 licensed financial professional. Michael is registered to provide investment advice in Massachusetts, New Hampshire, Texas, and Utah. Michael has been in the financial services industry since March 16, 2017.
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.
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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NH
03/17/2017 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 03/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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