Unclaimed
Ladislav Karabin is an investment advisor representative at Fidelity Personal And Workplace Advisors, with over 12 years of experience in the financial services industry. Ladislav is registered with the Securities and Exchange Commission (SEC) and holds Series 7, Series 63 and Series 65 licenses. Ladislav specializes in providing financial planning, investment advice, and portfolio management to individuals and families. Ladislav has been registered with Fidelity Personal And Workplace Advisors since July 2018. Prior to joining Fidelity, Ladislav worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
05/11/2012 - 12/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VERO BEACH FL)
FL
06/27/2011 - 03/28/2012
MORGAN STANLEY SMITH BARNEY (NORTH PALM BEACH FL)
FL
11/01/2010 - 01/27/2011
MORGAN STANLEY SMITH BARNEY (NORTH PALM BEACH FL)
BC
Issued 03/21/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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