Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Selene? Claim Your ProfileSelene Lynn Casoli is a financial advisor with Fidelity Personal And Workplace Advisors. Selene has been in the financial industry since July 12, 1992. She has been registered with Fidelity Personal And Workplace Advisors since July 2018 and holds Series 7, 9, 10, 63, and 65 licenses. Selene's primary focus is on financial planning and portfolio management for both individuals and businesses. She provides investment advice and guidance to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Selene is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
10/23/2006 - 07/01/2021
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
02/07/1997 - 12/19/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
06/08/1998 - 10/28/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
04/05/1993 - 12/31/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
01/22/1991 - 03/29/1993
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
IA
Issued 09/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Selene Casoli is the right advisor for you? Invested Better is here to help.
