Unclaimed
Vannyda El-ani is an investment advisor representative at Fidelity Personal and Workplace Advisors. Vannyda has been in the industry since 2015 and holds licenses in Florida, Massachusetts, Texas and Utah. Vannyda has a strong background in securities, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Vannyda is dedicated to providing her clients with comprehensive financial planning and investment management services.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
02/18/2015 - 05/12/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
11/17/2014 - 01/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 06/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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