Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Martinez-garcia is an investment advisor representative with Fidelity Personal and Workplace Advisors. Jesus has been working in the financial services industry since November 2019. Jesus has passed the Series 7TO, Series 66 and SIE exams and holds registrations in all states except for Nebraska. Jesus specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, businesses, and institutions. Jesus has a diverse background in customer service and financial advising. Before joining Fidelity, Jesus was a financial advisor at Ameriprise Financial Services and TD Ameritrade. Prior to his career in finance, Jesus worked in food service and retail. Jesus is a dedicated advisor focused on helping clients achieve their financial goals.
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
IL
07/10/2024 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
08/10/2020 - 07/01/2021
AMERIPRISE FINANCIAL SERVICES, LLC (CHICAGO IL)
OH
08/23/2019 - 07/17/2020
TD AMERITRADE, INC. (COLUMBUS OH)
BOTH
Issued 10/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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