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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Collazo is a financial advisor registered with Fidelity Personal AND Workplace Advisors. Jessica has been working in the financial industry since 2017. She is licensed in 53 states and two territories for both securities and investment advisory services. Jessica is a Series 6, 7, and 66 licensed holder. She is dedicated to providing comprehensive financial advice to individuals, families, and businesses. Jessica has experience working with clients of all ages and income levels. She takes a holistic approach to financial planning, considering all aspects of a client's financial life. This includes retirement planning, college savings, estate planning, and insurance.
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
MD
09/13/2022 - Present
Fidelity Personal AND Workplace Advisors (WHITE PLAINS MD)
DC
02/22/2019 - 09/23/2021
MORGAN STANLEY (Washington DC)
CO
03/03/2017 - 11/06/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
09/06/2016 - 02/10/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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