Unclaimed
Jessica Malafronte is a financial advisor at Fidelity Personal and Workplace Advisors. Jessica has been working in the financial services industry since September 21, 2010. Jessica is registered with FINRA and has been working at Fidelity Personal and Workplace Advisors since July 2018. Jessica has earned the Certified Financial Planner designation.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 04/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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