Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelin? Claim Your ProfileJocelin Kannadan Mathews is a financial advisor who has been in the industry since 2006. Jocelin has extensive experience and is currently registered with Fidelity Personal And Workplace Advisors. Jocelin has been with Fidelity Personal And Workplace Advisors since 2018. Previously, Jocelin worked at FIDELITY BROKERAGE SERVICES LLC from 2011 to 2014 and at RAYMOND JAMES FINANCIAL SERVICES, INC. from 2010 to 2010. Jocelin holds Series 7, Series 63, Series 66 and SIE licenses.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CT
10/31/2011 - 03/07/2014
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
TX
04/26/2010 - 06/04/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (DRIPPING SPRINGS TX)
TX
08/31/2006 - 04/28/2010
RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)
BOTH
Issued 07/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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