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MS

Maelinda Sorel

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CRD#: 4767790
MS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Maelinda Sorel was a registered financial professional .

Maelinda is a previously registered financial professional and started their career in finance in 2004. Maelinda had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7TO and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-63643|OrgNmn:5 Linx|Org Addr:Uniondale,New York,US|OBA Nature:Business Services|Invst Rel:N|Title:Independent Contractor|Duties:Business Services|StrtDt:01-01-2010|TotHrs/mon:10|TrdHrs/mon:0|OBA-63642|OrgNmn:Mary Kay|Org Addr:Uniondale,New York,US|OBA Nature:Skincare|Invst Rel:N|Title:Independent Contractor|Duties:Skincare |StrtDt:11-17-2009|TotHrs/mon:10|TrdHrs/mon:0|OBA-63640|OrgNmn:Mae Shea Butter, LLC|Org Addr:Weston,Florida,US|OBA Nature:Skincare Company|Invst Rel:N|Title:Owner/Creator|Duties:Aromatherapy Shea Butter |StrtDt:08-15-2008|TotHrs/mon:20|TrdHrs/mon:0|OBA-63646|OrgNmn:Uber|Org Addr:Uniondale,New York,US|OBA Nature:Rideshare |Invst Rel:N|Title:Independent Contractor|Duties:Food Delivery|StrtDt:11-01-2017|TotHrs/mon:10|TrdHrs/mon:0|OBA-63647|OrgNmn:Notary|Org Addr:Uniondale,New York,US|OBA Nature:Notary Public|Invst Rel:N|Title:Independent Contractor|Duties:Notary Public|StrtDt:11-11-2021|TotHrs/mon:10|TrdHrs/mon:0|

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 19, 2022 - November 25, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MIRAMAR, FL
Past

October 29, 2021 - November 25, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH
Past

September 23, 2019 - February 1, 2021

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
GARDEN CITY, NY
Past

August 19, 2019 - February 1, 2021

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
GARDEN CITY, NY
Past

January 10, 2013 - December 31, 2013

PFS INVESTMENTS INC.

BD
CRD#: 10111
COCONUT CREEK, FL
Past

August 3, 2010 - December 31, 2010

PFS INVESTMENTS INC.

BD
CRD#: 10111
BROOKLYN, NY
Past

April 26, 2007 - July 10, 2008

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK CITY, NY
Past

August 26, 2005 - July 10, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK CITY, NY
Past

March 8, 2004 - April 20, 2004

COMMERCE ONE FINANCIAL INC.

BD
CRD#: 100340
SYOSSET, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/31/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/19/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/29/2019
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 3/5/2004
General Securities Representative Examination

Current Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD#: 288590 / SEC#: 801-112027

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Contact information

Main Address
245 Summer Street, V2a, Boston, MA 02210
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
15,424

Documents

Latest Form ADV

Part 2 Brochures

FIDELITY WEALTH ADVISOR SOLUTIONS (11/15/2024)
FPWA FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/28/2024)
FPWA FIDELITY GO (3/28/2024)
FPWA FIDELITY MANAGED FIDFOLIOS (3/28/2024)
FPWA FIDELITY STRATEGIC DISCIPLINES (3/28/2024)
FPWA FIDELITY WEALTH SERVICES (3/28/2024)

Regulatory assets under management

Total Number of Accounts1,991,043
AUM (Assets Under Management)$ 818,776,100,963

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/22/2024
Cover Page
Report
10/23/2023
Cover Page
Report
01/06/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CRD#: 288590

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