Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonee? Claim Your ProfileJonee Nekiesha Powell is a financial advisor at Fidelity Personal and Workplace Advisors. Powell has been in the financial services industry since November 2011. Powell holds FINRA Series 7, 24, 51, 63, and 66 licenses. Powell is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Powell also has experience with Independent Financial Group, LLC, and First Allied Securities, Inc. Powell has a current employment with Fidelity Personal and Workplace Advisors as a registered representative. Fidelity Personal and Workplace Advisors is a Registered Investment Advisor that has approximately $1 billion to $10 billion in assets under management. The firm specializes in financial planning, portfolio management for individuals and businesses, 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
NC
09/29/2021 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
CA
01/16/2018 - 04/15/2021
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
06/28/2011 - 01/11/2018
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 09/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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