Unclaimed
Jessica Skelton is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors. Jessica has been in the securities industry since 2005 and has a combined total of 2 state exams, 2 product exams and 2 principal exams. Jessica Skelton is registered in Massachusetts, New Hampshire, Texas and Utah and currently holds a Series 63, Series 66, Series 7 and Series 10 license. Jessica is active in both the broker-dealer and investment advisor roles.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BEDFORD NH)
BOTH
Issued 10/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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