Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizzu? Claim Your ProfileLizzu Castaneda-dulyx is a financial advisor who is currently registered with Fidelity Personal AND Workplace Advisors. Lizzu has been in the industry for more than five years and is licensed to provide investment advice in Minnesota and Texas. Lizzu specializes in helping high-net-worth individuals, families, and businesses with their financial planning needs. Lizzu is also experienced in providing portfolio management services. Lizzu's approach to financial planning is to work closely with her clients to understand their goals and objectives.
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
MN
09/16/2019 - Present
Fidelity Personal AND Workplace Advisors (EDINA MN)
MN
07/14/2014 - 01/29/2019
MML INVESTORS SERVICES, LLC (Minneapolis MN)
IA
Issued 11/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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