Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoniella? Claim Your ProfileAntoniella Varrasso-smith is a registered representative with Fidelity Personal and Workplace Advisors. Antoniella has been in the industry since 2018. Antoniella is licensed to sell securities in 53 states and is also registered as an Investment Advisor Representative in Ohio and Texas. Before joining Fidelity Personal and Workplace Advisors, Antoniella was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Cetera Investment Services LLC. Antoniella specializes in providing financial planning, portfolio management, and educational seminars. Antoniella is committed to providing her clients with the highest level of service and personalized advice.
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
OH
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (HINCKLEY OH)
OH
10/17/2019 - 05/13/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROADVIEW HEIGHTS OH)
OH
02/14/2018 - 04/30/2019
CETERA INVESTMENT SERVICES LLC (STRONGSVILLE OH)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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