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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karolina? Claim Your ProfileKarolina Albertson is an investment advisor representative with Fidelity Personal and Workplace Advisors. Karolina is registered with the state of New Jersey and has been active in the industry since May 7, 2019. Karolina was previously employed by Equitable Advisors, LLC, where she was active in both broker-dealer and investment advisory roles. Karolina is licensed in many states across the United States. Karolina has passed the Series 7TO, SIE and Series 66 exams. Karolina specializes in financial planning, providing educational seminars and selecting other advisors. Karolina also provides portfolio management services for businesses and individuals. Karolina is a registered representative of Fidelity Brokerage Services LLC and is an investment advisor representative of Fidelity Personal and Workplace 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
NJ
11/02/2020 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NY
03/07/2019 - 06/19/2020
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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