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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Lee Wuth is a financial advisor affiliated with Fidelity Personal and Workplace Advisors and is registered to offer investment advice in Colorado, Texas, and Utah. Jaclyn Lee Wuth has been in the industry since 2004 and previously worked for Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Jaclyn Lee Wuth holds various licenses including Series 6, 7, 9, 10, 26, 63, and 66.
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
MA
07/19/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
01/01/2008 - 03/10/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
07/01/2004 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BOTH
Issued 01/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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