Unclaimed
Jeremy Valdez Polanco is a financial professional with over 0 years of experience in the financial services industry. Jeremy is a licensed broker and investment advisor representative, registered with the state of North Carolina and with FINRA. Jeremy is currently employed with Fidelity Brokerage Services LLC, a well-known and reputable firm.
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.
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.
1
2
NC
03/28/2023 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
BC
Issued 04/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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