Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Bello is a financial advisor with Fidelity Personal and Workplace Advisors. Jacob Bello has been a registered representative for over 2 years. Jacob Bello holds Series 7TO, Series 66 and SIE licenses. Fidelity Personal and Workplace Advisors has offices in both Phoenix and Queen Creek, Arizona. Jacob Bello specializes in financial planning, portfolio management for individuals and businesses, and providing 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.
1
2
AZ
11/18/2024 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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