Unclaimed
Jimmy David Fontalvo is a financial professional with a background in the securities industry. Jimmy holds the Series 7TO, Series 63, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and 53 state securities regulators. He is currently employed by Robinhood Financial, LLC. Prior to joining Robinhood, Jimmy was employed by J.P. Morgan Securities LLC and Charles Schwab & Co., Inc..
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
IL
03/29/2024 - Present
Robinhood Financial, LLC (Chicago IL)
OH
09/30/2022 - 03/16/2024
J.P. MORGAN SECURITIES LLC (Westerville OH)
IL
08/23/2021 - 04/20/2022
CHARLES SCHWAB & CO., INC. (Chicago IL)
BC
Issued 08/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jimmy Fontalvo is the right advisor for you? Invested Better is here to help.