Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Osiecki is a financial advisor with Fidelity Personal And Workplace Advisors in Westlake, TX. Jodi holds Series 63, 66, 7TO and SIE licenses as well as Series 9 and 10 licenses. Jodi has been in the industry since 2018 and has experience providing financial advice to individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Fidelity Personal And Workplace Advisors is a large firm with over $800 billion in assets under management and a broad range of services including financial planning, portfolio management, and educational seminars.
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
TX
10/17/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 10/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jodi Osiecki is the right advisor for you? Invested Better is here to help.
