Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Velinda? Claim Your ProfileVelinda Fink Bost is a financial advisor with over 16 years of experience. Velinda has been with Fidelity Personal AND Workplace Advisors since 2022, and was previously employed by LPL Financial LLC and Edward Jones. Velinda is a Series 63, 66, 7, 10 and SIE licensed advisor, registered in 53 states and territories, as well as the District of Columbia. Velinda provides financial planning, portfolio management and educational seminars.
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
NC
10/18/2022 - Present
Fidelity Personal AND Workplace Advisors (GOLD HILL NC)
NC
10/07/2008 - 08/01/2022
LPL FINANCIAL LLC (GRANITE QUARRY NC)
NC
03/28/2006 - 10/01/2008
EDWARD JONES (SALISBURY NC)
BOTH
Issued 06/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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