Unclaimed
Maelinda Sorel is a financial professional with over 15 years of experience in the financial services industry. Maelinda is currently a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors in Miramar, FL. Before that, Maelinda was registered with Park Avenue Securities LLC, PFS Investments Inc., Chase Investment Services Corp., and Commerce One Financial Inc. Maelinda specializes in providing financial advice and portfolio management services to individuals and businesses. Maelinda is licensed to provide financial advice and investment services in 53 states and is also a Registered Representative with FINRA.
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
FL
01/19/2022 - Present
Fidelity Personal AND Workplace Advisors (MIRAMAR FL)
NY
08/19/2019 - 02/01/2021
PARK AVENUE SECURITIES LLC (GARDEN CITY NY)
FL
01/10/2013 - 12/31/2013
PFS INVESTMENTS INC. (COCONUT CREEK FL)
NY
08/03/2010 - 12/31/2010
PFS INVESTMENTS INC. (BROOKLYN NY)
NY
08/26/2005 - 07/10/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK CITY NY)
NY
03/08/2004 - 04/20/2004
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
BOTH
Issued 08/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Maelinda Sorel is the right advisor for you? Invested Better is here to help.