Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Welson? Claim Your ProfileWelson Cesar is an investment advisor representative at Fidelity Personal And Workplace Advisors. Welson has been in the financial services industry since 2017. Welson is a Certified Financial Planner® and is registered to provide investment advice in 26 states and the District of Columbia. Welson has a diverse background and holds a Master of Divinity degree from Moody Bible Institute, and a Bachelor of Arts in Accounting from the University of Illinois at Chicago. Welson is also a translator and interpreter, and has owned and operated his own language services business since 2019. Welson's experience and expertise allow him to provide a holistic approach to financial planning, helping clients to 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
MA
03/24/2023 - Present
Fidelity Personal AND Workplace Advisors (LITTLETON MA)
MA
11/29/2016 - 07/02/2022
J.P. MORGAN SECURITIES LLC (Belmont MA)
BOTH
Issued 09/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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