Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Elena Castro-alessandri is a financial advisor with Fidelity Personal and Workplace Advisors. Maria Elena has been working in the financial industry since 1996, providing financial services to both individuals and businesses. Maria Elena is registered with the Securities and Exchange Commission (SEC) and holds licenses for the Series 6, 7, 63 and 65 exams. Maria Elena is also registered as a financial advisor in 53 states and Puerto Rico.
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
09/01/2021 - Present
Fidelity Personal AND Workplace Advisors (MIAMI FL)
FL
01/05/2001 - 05/26/2021
CHARLES SCHWAB & CO., INC. (Miami FL)
NJ
08/19/1998 - 01/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
09/29/2000 - 12/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
07/02/1996 - 06/15/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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