Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alina? Claim Your ProfileAlina Flagg is a financial advisor with Fidelity Personal and Workplace Advisors, with over 8 years of experience in the financial services industry. Alina holds licenses for both broker-dealer and investment advisor activities. Prior to joining Fidelity, Alina worked for Merrill Lynch and Midwestern Securities Trading Company. Alina has a strong foundation in financial planning and portfolio management. Alina is dedicated to providing personalized financial advice and strategies to help clients achieve their financial goals.
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
WI
01/24/2024 - Present
Fidelity Personal AND Workplace Advisors (MIDDLETON WI)
IL
03/23/2016 - 10/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
08/29/2013 - 03/07/2016
MIDWESTERN SECURITIES TRADING COMPANY, LLC (EAST PEORIA IL)
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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