Unclaimed
Jessie Dawn Fontanelli is a financial advisor currently working with Fidelity Brokerage Services LLC. Jessie has a broad range of experience in the financial services industry. Jessie has a Series 7, Series 63, and Series 7TO license.
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.
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.
1
2
TX
05/06/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
03/03/2006 - 12/12/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 05/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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