Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Perez Portillo is a financial professional registered with Fidelity Brokerage Services LLC. Samuel's current employment with Fidelity Brokerage Services LLC began on 10/14/2023. Samuel's professional licenses include Series 7TO, Series 63, and SIE. Samuel is registered to provide securities-related advice in 53 states and territories. Samuel's registration with Fidelity Brokerage Services LLC is active.
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.
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.
1
2
CO
10/14/2023 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 11/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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