Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunilda? Claim Your ProfileSunilda Vasquez is a financial advisor at Fidelity Personal And Workplace Advisors. Sunilda has over 10 years of experience in the financial services industry and holds the Series 7, 6, 63, and 66 licenses. She is also a Registered Representative with FINRA. Prior to joining Fidelity Personal And Workplace Advisors, Sunilda worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Fidelity Brokerage Services LLC. Sunilda specializes in providing financial planning, portfolio management, and selection of other advisors for businesses and individuals.
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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NY
11/17/2023 - Present
Fidelity Personal AND Workplace Advisors (CROTON FALLS, NY 10519-7012 NY)
NY
08/02/2022 - 11/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
04/19/2018 - 08/24/2020
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
12/01/2015 - 04/18/2018
FIDELITY BROKERAGE SERVICES LLC (SCARSDALE NY)
NY
12/16/2013 - 10/07/2015
J.P. MORGAN SECURITIES LLC (SCARSDALE NY)
NY
07/22/1999 - 06/15/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
12/02/1996 - 04/27/1998
LAIDLAW GLOBAL SECURITIES, INC. (NEW YORK NY)
NY
12/02/1996 - 12/04/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 05/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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