Evelyn Velasco

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2025-03-31
MD	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Aquinas College Admissions Office	Grand Rapids	MI	05/2017	05/2018
Kellogg	Battle Creek	MI	06/2018	10/2018
University Of Michigan Ross School Of Business Admissions	Ann Arbor	MI	01/2019	05/2021
Bdo	Grand Rapids	MI	06/2019	08/2019
Meijer	Lowell	MI	05/2020	05/2020
Deloitte	Chicago	IL	07/2020	08/2020
Deloitte	Chicago	IL	10/2021	05/2022
Fidelity Investments	Washington	DC	06/2022	Present
Aquinas College	Grand Rapids	MI	08/2016	05/2018
University Of Michigan Ross School Of Business	Ann Arbor	MI	09/2018	05/2021
University Of Phoenix Online	Ionia	MI	07/2020	08/2020
Unemployed	Ionia	MI	05/2021	10/2021
Fidelity Investments	Boston	MA	03/2025	Present

05/2017 → 05/2018

Aquinas College Admissions Office

Grand Rapids, MI
06/2018 → 10/2018

Kellogg

Battle Creek, MI
01/2019 → 05/2021

University Of Michigan Ross School Of Business Admissions

Ann Arbor, MI
06/2019 → 08/2019

Bdo

Grand Rapids, MI
05/2020 → 05/2020

Meijer

Lowell, MI
07/2020 → 08/2020

Deloitte

Chicago, IL
10/2021 → 05/2022

Deloitte

Chicago, IL
06/2022 → Present

Fidelity Investments

Washington, DC
08/2016 → 05/2018

Aquinas College

Grand Rapids, MI
09/2018 → 05/2021

University Of Michigan Ross School Of Business

Ann Arbor, MI
07/2020 → 08/2020

University Of Phoenix Online

Ionia, MI
05/2021 → 10/2021

Unemployed

Ionia, MI
03/2025 → Present

Fidelity Investments

Boston, MA

2023-04-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Washington, DC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-22
S63	Uniform Securities Agent State Law Examination	2022-10-27