Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dione? Claim Your ProfileDione Jones is an investment advisor representative at Fidelity Brokerage Services LLC, a firm with over $818 billion in assets under management. Dione has been in the industry for over a year and has a Series 66, Series 7, and SIE license. Dione is registered in 52 states, the District of Columbia, and Puerto Rico.
6501 S FIDDLER'S GREEN CIRCLE
GREENWOOD VILLAGE, CO 80111-4932
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.
1
2
CO
02/17/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 2/9/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/9/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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