Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Velma? Claim Your ProfileVelma Almeida is a financial advisor at Fidelity Personal And Workplace Advisors. Velma is registered to provide investment advice in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont, and Virginia. Velma is also registered as a Registered Representative in Massachusetts. Velma has been a Registered Representative since August 2011 and an Investment Advisor Representative since August 2021. Velma is a Series 7, Series 66, and SIE licensed professional. Velma is a financial advisor with a focus on providing financial planning, educational seminars, and selection of other advisors. Velma is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $818 Billion in assets under management.
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
MA
08/24/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTWOOD MA)
MA
09/03/2019 - 07/07/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Worcester MA)
MA
08/09/2011 - 09/06/2019
FSC SECURITIES CORPORATION (WORCESTER MA)
BOTH
Issued 10/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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