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Credentials
CFP®, Series 66, Series 63
Experience Industry experience
11 years
Location
Prospect, OR
Fidelity
Institution
Galina Krasilnikova-Levesque is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Investment Solutions Representative, Relationship Manager, and Planning Consultant.
Her experience encompasses wealth management planning and private wealth management, with a focus on collaborating with clients to develop extensive wealth planning strategies aimed at achieving their unique financial goals. Galina emphasizes values such as honesty, integrity, dedication to client needs, and building strong relationships.
No specific information on education, credentials, personal interests, or community involvement was provided.
Based on Fidelity
Prospect, OR
Prospect OR
Advisors at this office
1
Oregon · Texas · Washington
11 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Personal and Workplace Advisors
2018 - Present • 8 years
Boston, MA
FIDELITY Brokerage Services LLC
2014 - Present • 12 years
Merrimack, NH
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Bank
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Fund sponsor
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Other specialized services
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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