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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Charles Biscotto is a financial advisor at Fidelity Personal And Workplace Advisors. Samuel has been in the financial services industry since October 2013. Samuel is registered with the state of Pennsylvania as an Investment Advisor Representative. Samuel holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Samuel has a strong track record of providing financial advice to individuals, families, and businesses. Samuel is also a Certified Financial Planner. Samuel is committed to helping his clients achieve their financial goals. Fidelity Personal And Workplace Advisors is a large, well-established firm with a strong reputation for providing comprehensive financial services. Samuel’s experience and expertise make him an ideal choice for those seeking financial advice.
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
PA
07/29/2022 - Present
Fidelity Personal AND Workplace Advisors (PHILADELPHIA PA)
PA
12/12/2013 - 07/19/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
FL
04/12/2013 - 06/06/2013
HORNOR, TOWNSEND & KENT, INC. (TAMPA FL)
IA
Issued 04/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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