Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Estrada is an Investment Advisor Representative with Fidelity Personal AND Workplace Advisors, located in Jacksonville, FL. Jesse Estrada has been in the securities industry for over a year. Jesse Estrada has passed the Series 7TO, SIE, and Series 66 exams. Jesse Estrada has been registered with the state of Texas since November 21, 2023, and the state of Florida since October 2, 2023. Fidelity Personal AND Workplace Advisors is headquartered in Boston, MA and has over 7,979 licensed agents and over 15,281 registered representatives. Fidelity Personal AND Workplace Advisors manages approximately $1 billion to $10 billion in client assets.
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.
1
2
FL
11/21/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 11/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jesse Estrada is the right advisor for you? Invested Better is here to help.
