Carlos FuentesCRD Number: 6917420
Current Firm: Fidelity Personal And Workplace Advisors
Carlos Fuentes (CRD# 6917420) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bethesda, MD and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Fidelity Investments||Bethesda, MD||Jul 2021 - Current||1|
|The Prudential Insurance Company Of America||Financial Professional, MD||Nov 2020 - Jul 2021||< 1|
|Pruco Securities LLC||Bethesda, MD||Sep 2020 - Jul 2021||< 1|
|Xml Financial Group||Rockville, MD||Jun 2019 - Jul 2020||1|
|Xml Financial Group||Rockville, MD||Jan 2019 - May 2019||< 1|
|University Of Maryland||College Park, MD||Aug 2016 - May 2019||2|
|Prime Construction||Gaithersburg, MD||Jun 2018 - Jul 2018||< 1|
|Rbc Wealth Management||Chevy Chase, MD||Feb 2018 - May 2018||< 1|
|Prime Construction||Gaithersburg, MD||Jun 2016 - Jul 2016||< 1|
|Catholic University||Washington, DC||Aug 2014 - May 2016||1|
|Full-time Education||Gaithersburg, MD||Jul 2009 - Aug 2014||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
|S63||Uniform Securities State Law Examination||Oct 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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