Unclaimed
Mirko Alvaro Pefaure is a financial advisor with Fidelity Personal And Workplace Advisors. Mirko has been in the industry for over 16 years. Mirko holds a Series 7, Series 66, and SIE license. Mirko has experience in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Mirko is registered with the states of Arizona, California, Colorado, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, and West Virginia.
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
MD
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BETHESDA MD)
MD
01/02/2015 - 09/15/2016
CAPITAL ONE INVESTING, LLC (SILVER SPRING MD)
VA
12/17/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
DC
03/08/2013 - 12/17/2013
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
DC
08/27/2010 - 02/14/2013
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
06/18/2008 - 05/07/2010
PNC INVESTMENTS (WASHINGTON DC)
MD
12/11/2007 - 05/27/2008
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
12/09/2006 - 11/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
NY
07/28/2006 - 11/22/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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