Unclaimed
Pavel Malyuta is an investment advisor representative at Fidelity Personal and Workplace Advisors in Smithfield, Rhode Island. Pavel is a registered investment advisor in Rhode Island and Texas. Pavel has been in the financial industry since July 12, 2016. Prior to joining Fidelity Personal and Workplace Advisors, Pavel worked at Citizens Securities, Inc. and Fidelity Distributors Company LLC. Pavel holds the Series 6, 7, 63, and 66 securities licenses.
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
RI
03/11/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
02/10/2021 - 01/12/2022
CITIZENS SECURITIES, INC. (JOHNSTON RI)
RI
11/27/2018 - 01/06/2021
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
RI
03/18/2016 - 10/23/2018
CITIZENS SECURITIES, INC. (JOHNSTON RI)
BOTH
Issued 04/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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