Unclaimed
Paymon Venus is a financial advisor with Fidelity Personal And Workplace Advisors. Paymon has been in the industry since July 2019 and holds a Series 66 license, as well as several other industry certifications. Paymon is registered to provide investment advice in 53 states and the District of Columbia, and is also registered in New Mexico and Texas as a Registered Representative.
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
NM
05/22/2024 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
BOTH
Issued 01/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Paymon Venus is the right advisor for you? Invested Better is here to help.