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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meglena? Claim Your ProfileMeglena Gadeleva is a financial advisor with Fidelity Personal and Workplace Advisors, based in Scarsdale, NY. Meglena is a CERTIFIED FINANCIAL PLANNER™ professional. Meglena has over 13 years of experience in the financial services industry. Before joining Fidelity Personal and Workplace Advisors, Meglena worked at J.P. Morgan Securities LLC. Meglena is registered to provide investment advice in 32 states and is a member of 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.
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2
NY
08/13/2021 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
NY
11/04/2016 - 04/26/2017
J.P. MORGAN SECURITIES LLC (SCARSDALE NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (SCARSDALE NY)
NY
01/29/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HARTSDALE NY)
NY
05/10/2006 - 06/27/2007
CHASE INVESTMENT SERVICES CORP. (HARTSDALE NY)
BC
Issued 11/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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