Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Bongiovanni is a financial advisor with Fidelity Personal And Workplace Advisors. Taylor has been in the industry since 2019 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Taylor is licensed to offer securities and investment advisory services in 53 states. Fidelity Personal And Workplace Advisors is a registered investment advisor with the SEC. The firm manages over $818 billion in assets. The firm offers a variety of financial planning and investment management services to individuals, businesses, and institutions. Taylor specializes in retirement planning, investment management, and college savings.
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
CO
12/05/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 07/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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