Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Bonnett is a financial advisor with Fidelity Personal And Workplace Advisors. Jessica has been in the financial services industry since July 14, 2015. She holds Series 6, 7, 63, and 65 licenses and is registered in 40 states, including Texas and Utah. Jessica provides financial planning, portfolio management for individuals and businesses, and educational seminars. She also assists clients with selecting 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
UT
08/03/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
06/08/2015 - 06/07/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
IA
Issued 12/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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