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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agata? Claim Your ProfileAgata Cieniawski is an investment advisor representative with Fidelity Personal And Workplace Advisors. Agata is licensed to provide advisory services in Connecticut and Texas. She is registered with FINRA and the state of Connecticut. Agata has been in the financial services industry since 2020. Before joining Fidelity, Agata worked as an investment advisor representative at Imperial Capital, LLC. Agata has a Series 7TO, Series 63, and Series 65 license. Agata specializes in providing financial planning, educational seminars, and investment management services to individuals and businesses.
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
CT
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
CT
09/29/2020 - 04/06/2022
IMPERIAL CAPITAL, LLC (Stamford CT)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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