Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bello is an investment advisor representative at Fidelity Personal And Workplace Advisors. Paul is registered with FINRA and the state of Texas. Paul has been in the securities industry since 2023. Fidelity Personal And Workplace Advisors has been in business since 1978 and manages over $818 billion in assets.
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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2
TX
10/20/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 10/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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