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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelina? Claim Your ProfileEvelina Fitzgerald is a financial advisor with TD Private Client Wealth LLC, working in the Quincy, MA branch. Evelina has a broad range of experience in the industry and has previously worked at both MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and TD Bank N.A. Evelina is currently registered with the state of Massachusetts and New York as a Registered Representative and Investment Advisor Representative. She has a strong background in financial planning and portfolio management, and is dedicated to helping her clients achieve their financial goals. Evelina has a passion for educating her clients about their financial options and ensuring that they are making informed decisions about their investments. Evelina Fitzgerald is a valuable resource for individuals and families looking for guidance and support with their financial planning needs.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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2
MA
09/27/2024 - Present
TD Private Client Wealth LLC (Quincy MA)
MA
01/23/2023 - 06/26/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARSHFIELD MA)
MA
05/30/2022 - 11/09/2022
TD PRIVATE CLIENT WEALTH LLC (BOSTON MA)
BOTH
Issued 11/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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