Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Ruiz is a financial advisor with Fidelity Personal and Workplace Advisors. Jesse has been in the industry since February 2022 and is registered with the state of Florida. Jesse is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Jesse has earned the Series 63, Series 66, Series 7TO and SIE licenses. Jesse has a diverse background and has previously worked at Federal Express, Robins and Morton, and Fidelity Investments. Jesse specializes in working with individuals, corporations and non-profit organizations.
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
FL
09/27/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 08/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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