Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Vecina Bolden is a financial advisor with Fidelity Personal And Workplace Advisors. Janet has been working in the financial services industry since 1987. Janet specializes in providing financial planning and investment advice to individuals, families, and businesses.
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
FL
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
DC
06/01/2009 - 06/10/2019
MORGAN STANLEY (WASHINGTON DC)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
MD
08/16/1993 - 04/02/2007
MORGAN STANLEY DW INC. (ANNAPOLIS MD)
NA
03/05/1990 - 11/05/1992
REICH & CO., INC.
NY
04/04/1988 - 03/13/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
02/05/1988 - 03/08/1988
OPPENHEIMER & CO., INC.
NA
08/18/1986 - 02/18/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
04/23/1985 - 08/08/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BOTH
Issued 03/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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