Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Selena? Claim Your ProfileSelena Cefaloni is a financial advisor registered with Charles Schwab & CO., Inc. and has been in the industry since 1998. Selena has a wide range of experience and holds numerous licenses and registrations including Series 7, 9, 10, 24, 63, 66, 99TO, and SIE. Previously, Selena was registered with TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Selena is also registered as an Investment Advisor Representative in Connecticut.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CT
02/23/2024 - Present
Charles Schwab & CO., Inc. (Stamford CT)
NY
08/02/2022 - 12/31/2023
TD AMERITRADE, INC. (SCARSDALE NY)
NY
05/28/2003 - 07/31/2018
FIDELITY BROKERAGE SERVICES LLC (MT KISCO NY)
NJ
10/14/1998 - 05/14/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
BOTH
Issued 11/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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