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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariya? Claim Your ProfileMariya Dunkel is an investment advisor representative at Fidelity Personal And Workplace Advisors. Mariya has been in the industry since 2002 and is registered to provide investment advice in 53 states and the District of Columbia. Mariya also holds the Series 7 and Series 66 securities licenses. Previous to joining Fidelity Personal And Workplace Advisors, Mariya worked at WELLS FARGO INVESTMENTS, LLC, CITICORP INVESTMENT SERVICES, and WADDELL & REED, INC. Mariya provides financial planning, portfolio management services for individuals and businesses, and educational seminars. Mariya is also a Sole Proprietor and sells t-shirts through RedBubble.
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)
CA
08/01/2005 - 04/16/2007
WELLS FARGO INVESTMENTS, LLC (PALM DESERT CA)
NY
05/18/2004 - 05/19/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
KS
08/13/2002 - 05/13/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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