Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Salas is a financial advisor at Fidelity Personal And Workplace Advisors with over 7 years of experience in the industry. Roberto has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Roberto specializes in providing financial planning, portfolio management, and educational seminars. Roberto holds Series 6, 7TO, 63, and 65 licenses and is registered in Arizona, Colorado, New Mexico, and Texas. Roberto is committed to providing his clients with personalized financial advice and guidance.
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
NM
12/20/2023 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
NM
09/13/2022 - 10/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NM
04/20/2021 - 05/26/2022
J.P. MORGAN SECURITIES LLC (Albuquerque NM)
NM
09/02/2016 - 03/08/2021
WELLS FARGO CLEARING SERVICES, LLC (ALBUQUERQUE NM)
IA
Issued 09/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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