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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Arredondo is a financial advisor with Fidelity Personal and Workplace Advisors. Colleen has over 8 years of experience in the financial services industry. Colleen is a Registered Representative and Investment Advisor Representative and holds the Series 7TO, 9, 63 and 65 licenses. Colleen also holds the SIE and Series 99 licenses. Colleen is a Chartered Financial Consultant. Colleen has been registered with Fidelity Personal and Workplace Advisors since 2022. Colleen previously worked at PERSHE KAPLAN STERLING INVESTMENTS, RUGGIE WEALTH MANAGEMENT, REMAX PREMIER, THE VILLAGES SALES, BEST BUY, CWM, LLC dba Carson Wealth, Ruggie Capital Group, LLC, Destiny Wealth Partners. Colleen is registered to provide investment advice in 27 states.
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
FL
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (THE VILLAGES FL)
FL
02/10/2016 - 10/04/2016
PURSHE KAPLAN STERLING INVESTMENTS (TAVARES FL)
BC
Issued 10/07/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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