Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose A Delgado is a registered representative with Fidelity Personal AND Workplace Advisors. Jose is registered in California. He is a licensed professional with Series 66 registration. Jose is experienced in providing financial advice and wealth management services to individual and business clients. He is a committed advocate for his clients and is dedicated to assisting them in achieving their financial goals. Jose has been employed by Fidelity Investments since September 2024.
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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CA
01/07/2025 - Present
Fidelity Personal AND Workplace Advisors (ROSEVILLE CA)
Active
Inactive
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