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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javel? Claim Your ProfileJavel Belen is an investment advisor representative with Fidelity Personal And Workplace Advisors. Javel has been in the securities industry for over 10 years, and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) Javel holds the Series 66, 7, 9, 10 and SIE licenses. Javel specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Javel is located in Greenwood Village, Colorado, and can be reached at the branch office of Fidelity Personal And Workplace Advisors.
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
CO
01/10/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
FL
10/02/2013 - 07/02/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 09/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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