Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Schoff coletti is an investment advisor representative at Fidelity Personal And Workplace Advisors. Linda has been in the securities industry since February 22, 2000. She has been registered with Fidelity Personal And Workplace Advisors since September 2018. Linda has a Series 7, Series 63, Series 55, and Series 65 license. Linda also holds the SIE certification. Linda is registered to offer advisory services in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, and Washington.
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
CT
11/15/2018 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
NY
05/17/2016 - 08/06/2018
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
CT
10/09/2001 - 02/13/2009
CANTOR FITZGERALD & CO. (DARIEN CT)
CA
09/01/1998 - 02/26/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
10/01/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
03/05/1996 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
NY
01/01/1992 - 01/10/1996
CANTOR FITZGERALD & CO. (NEW YORK NY)
IA
Issued 11/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Linda Schoff coletti is the right advisor for you? Invested Better is here to help.
