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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Leticia Espinoza is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with a focus on investment management for individuals and businesses. Jenny joined Fidelity in February 2023 and has prior experience at Merrill Lynch, Wells Fargo Advisors, and other firms. Jenny has been active in the financial industry since September 2013. She is licensed in 28 states and holds the Series 6, 7, 63, and 66 licenses along with the Securities Industry Essentials (SIE) exam. Jenny is dedicated to providing a comprehensive financial planning approach and offers a range of services including investment management, educational seminars, and selection of other 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.
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2
TX
04/12/2023 - Present
Fidelity Personal AND Workplace Advisors (SUGAR LAND TX)
TX
08/19/2015 - 03/08/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUGAR LAND TX)
TX
07/22/2014 - 07/09/2015
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
05/01/2014 - 06/06/2014
BBVA SECURITIES INC. (BELLAIRE TX)
TX
10/01/2012 - 04/11/2013
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 09/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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