Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frankie jo? Claim Your ProfileFrankie Jo Renee Ceja is a financial advisor with over 15 years of experience in the industry. Frankie Jo has held registrations in both broker-dealer and investment advisor capacities, and has worked with clients of all types, from individuals to high net worth individuals to institutions. Currently, Frankie Jo is registered with Fidelity Personal And Workplace Advisors. Previously, Frankie Jo was a registered representative with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.
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
AZ
06/15/2020 - Present
Fidelity Personal AND Workplace Advisors (MESA AZ)
AZ
04/25/2014 - 06/04/2020
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
11/19/2007 - 05/05/2014
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
07/17/2007 - 09/26/2007
MORGAN STANLEY & CO., INCORPORATED (SCOTTSDALE AZ)
BOTH
Issued 08/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Frankie jo Ceja is the right advisor for you? Invested Better is here to help.
