Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Molina is a financial advisor who is registered with Fidelity Personal And Workplace Advisors and is active with both Broker-Dealer and Investment Advisor registrations. Jesus has been a registered financial advisor since 1994 and has 24 years of experience in the financial services industry. Jesus has experience in both Broker-Dealer and Investment Advisor registrations and has a broad range of experience working with individual investors, businesses, and institutional clients.
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
NC
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
VA
10/20/2008 - 06/12/2012
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
12/19/2007 - 09/09/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
FL
01/01/2005 - 01/03/2007
HSBC SECURITIES (USA) INC. (CORAL GABLES FL)
NY
11/03/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IL
12/12/2001 - 10/31/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/13/1996 - 01/28/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
11/14/1994 - 05/28/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 03/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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