Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Cortes is an investment advisor representative with Fidelity Personal And Workplace Advisors. Jerry is licensed in 53 states and the District of Columbia, as well as the U.S. Virgin Islands and Puerto Rico. Jerry is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jerry has been in the financial services industry since 2021. Jerry is committed to helping individuals and families achieve their financial goals. Jerry provides financial planning, portfolio management, and other advisory services to clients. Jerry is also a certified financial planner.
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
UT
08/24/2022 - Present
Fidelity Personal AND Workplace Advisors (AMERICAN FORK UT)
BOTH
Issued 08/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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