Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alana? Claim Your ProfileAlana Salandy is a financial advisor with Fidelity Personal and Workplace Advisors. Alana has been in the industry since 2008 and has experience with Charles Schwab & Co., Inc. and Ameriprise Financial Services, Inc. Alana specializes in providing financial planning, educational seminars, and portfolio management services. Alana is registered to provide investment advisory services in Alabama, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Mississippi, North Carolina, Ohio, South Carolina, Tennessee, Texas. Alana holds a Series 7, Series 66, and SIE licenses.
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.
1
2
MA
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CT
10/26/2010 - 07/31/2012
CHARLES SCHWAB & CO., INC. (STAMFORD CT)
NY
11/25/2008 - 10/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (RYE BROOK NY)
NY
02/25/2008 - 07/09/2008
AMERIPRISE FINANCIAL SERVICES, INC. (HARRISON NY)
BOTH
Issued 03/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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