Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your ProfileJocelyn Klosowicz is a financial advisor in Geneva, Illinois. Jocelyn has been in the financial services industry since April 2015 and is currently registered with Fidelity Personal and Workplace Advisors. Jocelyn has passed several exams, including the Series 6, Series 7, Series 63, and Series 66 exams. Jocelyn has a diverse background in the financial services industry, having worked for firms such as J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. Jocelyn Klosowicz is an experienced financial advisor who is committed to helping clients achieve their financial goals.
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
IL
12/19/2024 - Present
Fidelity Personal AND Workplace Advisors (GENEVA IL)
IL
02/25/2015 - 09/17/2022
J.P. MORGAN SECURITIES LLC (ELGIN IL)
BOTH
Issued 08/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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