Alfredo Vidrio

Advisor at Fidelity

Updated today
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Firm

Fidelity

Location

Dublin, CA 94568-4608

Credentials

Series 63, Series 65

Industry experience

22 years

About

Freddie Vidrio is a Financial Consultant at Fidelity Investments, a role he has held since 2018. With 25 years of experience in the financial services industry, he has worked in various capacities including as an Investment Consultant at Fidelity Investments, Vice President Financial Advisor at J.P. Morgan Securities LLC and Chase Investment Services Corp, as well as Financial Advisor roles at CUNA Brokerage Services, Inc. and U.S. Bancorp Investments, Inc.

Throughout his career, Freddie has gained extensive experience in complex financial guidance and in-depth retirement planning. His work leverages Fidelity Investments' resources to assist clients in pursuing their financial goals. Freddie holds a California Insurance License, supporting his professional qualifications in the industry.

Expertise

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and workplace Advisors

2018 - Present (8 years)

FIDELITY Brokerage Services

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Mike P

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Jairo Servin is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, business owners, and families develop strategies to achieve their financial goals. He focuses on areas including college education planning, corporate executive services, employee benefits planning, equity compensation services, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Raised in Salinas, California, Jairo moved to the Bay Area in 2008 and is a graduate of San Francisco State University with a Bachelor of Arts in Sociology. His background as a student athlete has instilled dedication and discipline, qualities he applies in his financial planning career. Since beginning his work in the financial sector in 2019 at Northwestern, Jairo has developed a commitment to connecting with clients and serving as a resource to help them obtain their financial objectives. He holds the Chartered Retirement Planning Counselor™ (CRPC) designation, is Series 7 and 66 FINRA registered, and is a Personal Investment Advisor (PIA). Jairo is bilingual in English and Spanish. In addition to his professional work, Jairo volunteers as a wrestling coach at local high schools. He lives in Belmont with his dog Belfi and enjoys activities such as working out, running, football, hiking, attending concerts, dining out, and walking on the beach.

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Stockton, CA

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