Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peri? Claim Your ProfilePeri Alden Diamond is a financial advisor at Fidelity Personal AND Workplace Advisors. Peri has been in the industry since July 12, 2015 and has extensive experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Peri has a strong track record of providing sound financial advice and helping clients achieve their financial goals. Peri is a Certified Financial Planner and holds the Series 63, Series 7, Series 9, Series 10, and SIE licenses. Peri is registered to provide investment advice in 54 states and the District of Columbia.
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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NY
11/27/2018 - Present
Fidelity Personal AND Workplace Advisors (New York NY)
BC
Issued 08/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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