Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Javier Saenz is a registered representative with Fidelity Personal And Workplace Advisors. Jesus Javier has been working in the financial industry since 2019 and is registered in 27 states. Jesus Javier holds Series 63, 66 and 7 licenses. Jesus Javier is a financial advisor who specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations and other businesses. Jesus Javier's firm, Fidelity Personal And Workplace Advisors, is a large firm that provides a wide range of financial services, including investment management, retirement planning, and college savings. Jesus Javier's professional background includes experience in the financial services industry with Wells Fargo Clearing Services, LLC.
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
TX
02/14/2022 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
TX
05/07/2019 - 03/25/2021
WELLS FARGO CLEARING SERVICES, LLC (NORTH RICHLAND HILLS TX)
BOTH
Issued 02/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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