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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary catherine? Claim Your ProfileMary Catherine Elizabeth MacAluso is a financial advisor with Fidelity Personal and Workplace Advisors. Mary Catherine has been a financial advisor for over 11 years and is registered to provide investment advice in 56 states and jurisdictions. Mary Catherine Elizabeth specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Mary Catherine has a wide range of experience in the financial services industry, including roles at Strategas Research Partners, LLC, OppenheimerFunds Distributor, Inc., and Pulse Trading, Inc. Mary Catherine has extensive experience in managing investments across a variety of asset classes, including stocks, bonds, mutual funds, and exchange-traded funds.
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
NY
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (ROSLYN NY)
NY
10/06/2016 - 08/24/2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
02/19/2010 - 08/24/2016
STRATEGAS RESEARCH PARTNERS, LLC (NEW YORK NY)
MA
12/18/2009 - 02/19/2010
PULSE TRADING, INC. (BOSTON MA)
BOTH
Issued 02/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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