Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Abbattista is a financial advisor with Fidelity Personal and Workplace Advisors. Andrew has been in the financial industry since 2021. Andrew is registered with the state of New York and Texas. Andrew's professional designations include Series 7TO, Series 66, Series 9, Series 10, and SIE. Andrew is also a registered representative with FINRA and is a member of the state of New York. Andrew has been with Fidelity Personal and Workplace Advisors since 2021 and has been in the financial services industry since 2021.
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
NY
05/05/2022 - Present
Fidelity Personal AND Workplace Advisors (WEST HARRISON NY)
NY
01/16/2021 - 05/19/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Andrew Abbattista is the right advisor for you? Invested Better is here to help.
