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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Okabe is a financial advisor with Fidelity Personal and Workplace Advisors. Joe has been in the industry since 2005, and holds Series 6, 7, 9, 10, 63, and 65 licenses. Joe specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
08/12/2005 - 10/31/2006
UBS FINANCIAL SERVICES INC. (MANALAPAN NJ)
NY
03/20/2000 - 08/16/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
09/22/1999 - 03/08/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 12/26/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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