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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marielle? Claim Your ProfileMarielle Alejandra Cassubhai is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Marielle has been in the financial services industry since May 2009. Prior to joining Fidelity, Marielle worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Marielle is licensed to provide investment advice in 55 states and the District of Columbia. Marielle holds the Series 7, Series 9, Series 10, and Series 66 licenses. Marielle specializes in providing financial planning, portfolio management, and educational seminars.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
10/23/2009 - 06/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LEE NJ)
NJ
04/20/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORT LEE NJ)
BOTH
Issued 12/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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