Selena Cefaloni (CRD# 3020935) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stamford, CT and has over 25 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Stamford, CT | Jul 2018 - Current | 5 |
| Td Ameritrade, Inc. | Scarsdale, NJ | Aug 2022 - Dec 2023 | 1 |
| Charles Schwab Bank | Scarsdale, NY | Jul 2018 - Mar 2020 | 1 |
| Fidelity Brokerage Services LLC | Mount Kisco, NY | May 2003 - Jul 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- CT
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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