Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Estela? Claim Your ProfileEstela Rodriguez Rangel is a financial advisor registered with Fidelity Personal And Workplace Advisors. Estela has been in the financial industry since 2015. Estela is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) in Texas. Estela also has a Series 63, 66, and 9 license and is registered as a broker-dealer in 53 states and Puerto Rico. Estela offers a range of financial services including financial planning, portfolio management, and educational seminars.
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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2
RI
11/29/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
OH
06/20/2019 - 11/19/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
11/10/2015 - 05/07/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 03/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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