Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bessy? Claim Your ProfileBessy Yolibeth Guevara is a registered representative with Fidelity Personal And Workplace Advisors. Bessy is licensed to offer securities and investment advisory services in multiple states, including New York, Texas, and Connecticut. Bessy has been in the industry since June 2022. Bessy holds the Series 7TO, Series 66, and SIE exams. Bessy is a registered representative of Fidelity Personal And Workplace Advisors. The firm's main office is located in Boston, Massachusetts. Bessy is based in Lake Grove, New York and specializes in providing financial planning and investment advice to individuals and businesses. Bessy also offers portfolio management services. Bessy and Fidelity Personal And Workplace Advisors are committed to providing their clients with the highest level of service and expertise.
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
01/10/2024 - Present
Fidelity Personal AND Workplace Advisors (LAKE GROVE NY)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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