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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saul? Claim Your ProfileSaul Secundino-portano is a financial advisor at Fidelity Personal And Workplace Advisors in ROSSVILLE, GA. Saul has been working in the financial services industry since 2017. Saul is registered with the Securities and Exchange Commission (SEC) and has passed the Series 7, 63, and 66 exams. Saul's prior employment experience includes working as a financial advisor at PFS INVESTMENTS INC. and MORGAN STANLEY. Saul specializes in portfolio management, financial planning, and investment advisory services. Saul is dedicated to helping individuals and families achieve their financial goals.
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
GA
03/24/2023 - Present
Fidelity Personal AND Workplace Advisors (ROSSVILLE GA)
SC
09/13/2021 - 12/13/2021
PFS INVESTMENTS INC. (N CHARLESTON SC)
OH
08/31/2020 - 11/24/2020
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 03/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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