Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannette? Claim Your ProfileJeannette Marie Royall is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Jeannette has been in the industry since December 15, 2023 and is registered in 53 states, plus the District of Columbia, Puerto Rico and the Virgin Islands. Jeannette has passed the Series 7TO, Series 63, and SIE exams and is currently licensed as a Registered Representative (RA) in Texas and Utah. Jeannette is a registered representative with Fidelity Personal And Workplace Advisors, and has been with the firm since October 2023. Fidelity Personal And Workplace Advisors manages over $818.78 billion in assets under management. Fidelity offers a wide range of financial services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They also manage accounts for pension and profit-sharing plans, corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth.
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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UT
11/13/2024 - Present
Fidelity Personal AND Workplace Advisors (PLAIN CITY UT)
BC
Issued 01/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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