Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saralyn? Claim Your ProfileSaralyn Scaldini is a financial advisor at Fidelity Personal and Workplace Advisors. Saralyn has been in the financial industry since 2005 and holds a Series 7, Series 31, and Series 66 license. Saralyn also holds the Certified Financial Planner designation. Saralyn has worked at Fidelity Personal and Workplace Advisors since July 2018. Saralyn is registered with the state of Florida and Texas.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
06/01/2009 - 09/27/2012
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
03/02/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
06/06/2005 - 03/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
BOTH
Issued 07/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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