Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulo? Claim Your ProfilePaulo Manalo is a financial advisor with Fidelity Personal And Workplace Advisors in Burlingame, CA. Paulo has been in the industry since July 2013. Paulo has a Series 7, 6, and 66 license. Paulo is registered with 11 states including California, Arizona, Florida, and Washington. Fidelity Personal And Workplace Advisors is a large firm with over $1 trillion in assets under management. They serve a diverse range of clients, including individuals, businesses, and institutions. Fidelity offers a variety of financial planning and investment services, including portfolio management, retirement planning, and college savings.
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
CA
09/20/2022 - Present
Fidelity Personal AND Workplace Advisors (BURLINGAME CA)
CA
06/21/2013 - 08/11/2022
J.P. MORGAN SECURITIES LLC (DALY CITY CA)
BOTH
Issued 07/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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