Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Xufre Lourenco is a registered representative with Fidelity Personal And Workplace Advisors, working from their Washington, DC branch office. Jimmy has been in the financial services industry since April 2015, and has worked for several firms including MML Investors Services, LLC and Morgan Stanley. Jimmy is licensed to provide investment advice in 27 states and the District of Columbia, specializing in financial planning, portfolio management, and selection of other advisors.
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
DC
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (WASHINGTON DC)
MD
09/27/2022 - 08/10/2023
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
VA
02/16/2022 - 06/09/2022
MML INVESTORS SERVICES, LLC (Vienna VA)
VA
06/15/2018 - 04/20/2021
MORGAN STANLEY (MCLEAN VA)
VA
01/02/2015 - 05/02/2018
CAPITAL ONE INVESTING, LLC (Falls Church VA)
VA
02/06/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
VA
11/06/2013 - 12/04/2013
NYLIFE SECURITIES LLC (VIENNA VA)
BOTH
Issued 04/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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