Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Salazar is a financial advisor with Fidelity Personal And Workplace Advisors. Miguel has been in the financial services industry since 1996. He has Series 6, 7, 63, and 66 licenses. Miguel has worked for several firms in the past, including GWN Securities, TIAA-CREF, and Fidelity Investments. He is currently registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 66 license. Miguel provides financial planning, educational seminars, and portfolio management services for individuals and businesses.
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.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (DALLAS TX)
FL
04/05/2006 - 08/31/2007
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
TX
07/18/2002 - 04/03/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAS COLINAS TX)
RI
02/02/2000 - 06/21/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/07/1995 - 12/03/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 05/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Miguel Salazar is the right advisor for you? Invested Better is here to help.
