Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noelle? Claim Your ProfileNoelle Claudine cafagna Owens is a financial advisor at Fidelity Personal and Workplace Advisors. Noelle has been in the financial services industry since June 13, 2008. Noelle is licensed to provide financial advice in 53 states and the District of Columbia. Noelle is also registered as an Investment Advisor Representative (IAR) in California and Texas. Noelle has a Series 66 license, as well as Series 7, 9, and 10. Noelle specializes in financial planning, portfolio management for individuals and businesses, and providing 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)
CA
03/30/2009 - 01/17/2017
AMERIPRISE FINANCIAL SERVICES, INC. (PLEASANT HILL CA)
CA
01/25/2008 - 04/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
MN
02/18/2002 - 09/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/18/2002 - 09/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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