Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Carneiro is an Investment Advisor Representative with Connecticut Wealth Management, LLC. Miguel has been in the industry since 2018. Miguel is licensed to provide investment advice in Connecticut.
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.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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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CT
02/22/2022 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
CT
02/06/2018 - 01/10/2022
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
IA
Issued 05/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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