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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lena? Claim Your ProfileLena Morimanno is a financial advisor with Fidelity Personal And Workplace Advisors. Lena has been in the financial industry since 1998 and is registered with FINRA and licensed in 38 states. Lena has Series 3, 4, 7, 9, 10, 63 and 66 licenses. Lena also holds the Certified Financial Planner designation. Lena specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Educational Seminars. Prior to joining Fidelity, Lena worked with TIAA-CREF, Charles Schwab & Co., INC., and OptionsXpress, INC.
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
FL
09/02/2020 - Present
Fidelity Personal AND Workplace Advisors (NAPLES FL)
FL
09/21/2015 - 05/29/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NAPLES FL)
FL
05/12/1999 - 08/27/2015
CHARLES SCHWAB & CO., INC. (NAPLES FL)
IN
09/02/2011 - 03/16/2015
OPTIONSXPRESS, INC. (INDIANAPOLIS IN)
IA
09/18/1998 - 02/04/1999
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
11/17/1997 - 09/10/1998
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 08/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2013
Series 4 - Registered Options Principal Examination
BC
Issued 03/06/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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