Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osvaldo? Claim Your ProfileOsvaldo Sicairos is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with offices in Boston, MA. Osvaldo has been in the industry for 3 years. Osvaldo is registered to provide investment advice in 53 states and the District of Columbia. Osvaldo also holds Series 7TO, Series 66 and SIE licenses. Osvaldo specializes in providing investment advice for a range of clients including individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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CA
05/19/2023 - Present
Fidelity Personal AND Workplace Advisors (WHITTIER CA)
CA
01/01/2022 - 01/05/2023
WELLS FARGO CLEARING SERVICES, LLC (SOUTH GATE CA)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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