Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sasha? Claim Your ProfileSasha Agosta is a financial advisor registered with Fidelity Personal and Workplace Advisors. Sasha has been in the industry for over 10 years and is registered in several states including Maryland, New Jersey, New York and Texas. Sasha holds the Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Prior to working at Fidelity Personal and Workplace Advisors, Sasha was employed by AXA Advisors, LLC. Sasha has experience working with individuals, high net worth individuals, pension and profit sharing plans, corporations and charitable organizations.
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
09/06/2018 - Present
Fidelity Personal AND Workplace Advisors (New York NY)
NY
08/13/2010 - 05/29/2015
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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