Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zoria? Claim Your ProfileZoria Ospina is a registered representative with Fidelity Personal AND Workplace Advisors. Zoria has been in the industry since March 2015 and is licensed to provide investment advice in New York and Connecticut. Zoria is a Series 66 exam holder. Zoria has prior experience with J.P. Morgan Securities LLC, Amerivest Investment Management LLC, TD Ameritrade, LPL Financial LLC, Sterling National Bank, Citigroup, and Fidelity Investments.
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
10/04/2024 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
Active
Inactive
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