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Norma Alejandra Delgado vicencio

Fsam LLC

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About Norma Alejandra Delgado vicencio

Norma Alejandra Delgado vicencio is a financial professional with Fsam Llc, located in Alpharetta, GA. Norma Alejandra Delgado vicencio has been in the industry since September 27, 2018, and has a strong track record of providing financial advice and investment management services to individuals, corporations, and institutions. Norma Alejandra Delgado vicencio is registered with the state of Puerto Rico as a Registered Investment Advisor (RIA). Norma Alejandra Delgado vicencio is also registered with FINRA and has a Series 7, Series 66, and SIE licenses. Norma Alejandra Delgado vicencio specializes in investment management, financial planning, and portfolio management for both individuals and businesses. Norma Alejandra Delgado vicencio is committed to providing her clients with personalized financial solutions tailored to their specific needs.

Firm Information

Norma Delgado vicencio is currently registered with Fsam LLC. Fsam LLC is an investment advisor headquartered in ALPHARETTA, GA, with a total of 13 registered representatives. They manage approximately $71,457,869 in regulatory assets under management for a total of 171 clients. Fsam LLC primarily serves individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Their advisory services include portfolio management for individuals and selection of other advisers.
Fsam LLC

1720 WINDWARD CONCOURSE

ALPHARETTA, GA 30005

$71.46M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Norma Delgado vicencio’s Registration & Firm History

PR

03/01/2019 - Present

Fsam LLC (GUAYNABO PR)

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Licenses & Designations

BOTH

Issued 03/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Norma Alejandra Delgado vicencio.
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