Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Ledezma Trejo is a financial advisor with Fidelity Personal And Workplace Advisors. Jimmy is registered with the state of Oklahoma and Texas. Jimmy has been working in the securities industry since 2021. Jimmy has passed the Series 63, Series 7, and Series 65 exams. Jimmy is also a registered investment advisor with Fidelity. Fidelity Personal And Workplace Advisors is a large firm with over $800 billion in assets under management. Fidelity offers a variety of financial services to individuals, businesses, and institutions, including investment management, financial planning, and retirement planning.
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
OK
04/11/2024 - Present
Fidelity Personal AND Workplace Advisors (NICHOLS HILLS OK)
IA
Issued 03/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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