Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor A. De Medeiros is a financial advisor with Fidelity Personal And Workplace Advisors. Victor has been in the financial services industry since September 5, 2001, and holds licenses in several states including Massachusetts, Rhode Island, and Texas. Victor has also been registered with several other firms in the past, including Morgan Stanley, E*TRADE Securities LLC, LPL Financial LLC and Fidelity Brokerage Services LLC. Victor is a Series 7 and Series 66 licensed professional, and has passed the Securities Industry Essentials Examination.
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
RI
08/15/2024 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
03/14/2023 - 04/11/2024
MORGAN STANLEY (Boston MA)
MA
03/06/2013 - 09/05/2023
E*TRADE SECURITIES LLC (Boston MA)
MA
10/17/2011 - 07/18/2012
LPL FINANCIAL LLC (ASSONET MA)
MA
12/22/2000 - 07/11/2011
FIDELITY BROKERAGE SERVICES LLC (BRAINTREE MA)
RI
05/15/2000 - 11/02/2000
SURETRADE INC. (LINCOLN RI)
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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