Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Paolo Santos is a financial advisor with over 20 years of experience in the industry. Santos is currently registered with Fidelity Personal and Workplace Advisors. Santos is licensed to offer securities and investment advisory services in California, Massachusetts, Texas and Utah. Santos is also a Registered Representative and an Investment Advisor Representative in California. Santos has a Series 66, Series 10, Series 9, SIE and Series 7 licenses. Santos specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 06/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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