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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolie? Claim Your ProfileJolie McKinnon is a financial advisor with Fidelity Personal and Workplace Advisors. Jolie has been in the industry since 2007. She has a strong track record of providing financial advice to individuals, families, and businesses. McKinnon is committed to helping clients reach their financial goals. She offers a range of financial planning services, including retirement planning, college savings planning, and estate planning. She also provides portfolio management services for individuals and businesses. Jolie is a registered investment advisor and holds the Series 7, Series 63, Series 65, Series 66, Series 9, Series 10, Series 24, and Series 51 licenses. She is also a member of the Financial Industry Regulatory Authority (FINRA). Previously, Jolie was employed with OppenheimerFunds and TD Waterhouse. She also holds a partnership in a real estate development business. McKinnon is committed to providing her clients with the highest level of service and expertise. She believes in building long-term relationships with her clients and helping them 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.
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2
CO
06/09/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
05/22/2013 - 05/31/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NE
05/21/1999 - 10/14/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MN
01/06/1999 - 07/08/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/06/1999 - 07/08/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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