Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jie? Claim Your ProfileJie Yang is a financial advisor with Fidelity Personal And Workplace Advisors, located in Clearwater, Florida. Jie is a registered investment advisor, and has been in the financial industry since 2017. Jie holds Series 7, Series 63, and Series 66 licenses and the SIE exam. Jie's previous experience includes roles at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Integral Financial 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.
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2
FL
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (CLEARWATER FL)
CA
01/26/2021 - 09/25/2023
FIDELITY BROKERAGE SERVICES LLC (MOUNTAIN VIEW CA)
CA
06/27/2019 - 01/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA CLARA CA)
CA
04/10/2017 - 05/13/2019
INTEGRAL FINANCIAL LLC (CUPERTINO CA)
BOTH
Issued 07/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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