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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kostantina? Claim Your ProfileKostantina Dimitrova Bourdev is a financial advisor at Fidelity Personal And Workplace Advisors. Kostantina Dimitrova Bourdev has over 17 years of experience in the financial services industry. Kostantina Dimitrova Bourdev specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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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CA
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (CAMPBELL CA)
CA
03/08/2016 - 09/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
12/03/2013 - 02/29/2016
AMERIPRISE FINANCIAL SERVICES, INC. (REDWOOD CITY CA)
CA
10/01/2012 - 09/26/2013
J.P. MORGAN SECURITIES LLC (SAN JOSE CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN JOSE CA)
CA
08/10/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN JOSE CA)
MO
09/27/2004 - 03/07/2005
EDWARD JONES (ST. LOUIS MO)
CA
09/23/2003 - 11/13/2003
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 05/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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