Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geselle? Claim Your ProfileGeselle Avalos is a financial advisor associated with Fidelity Personal and Workplace Advisors. Geselle holds the Series 7TO and SIE licenses. Geselle specializes in providing financial advice to a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Geselle also offers financial planning services, educational seminars, and advice on selecting other advisors.
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
TX
12/04/2024 - Present
Fidelity Personal AND Workplace Advisors (SOUTHLAKE TX)
BC
Issued 08/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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