Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Luis Nieves is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Jose Luis Nieves has been in the industry since 2009 and is licensed in 54 states and Puerto Rico. Jose Luis Nieves specializes in providing financial planning, portfolio management, and educational seminars. Jose Luis Nieves has been with Fidelity Personal and Workplace Advisors since 2018. Before that, Jose Luis Nieves was employed at Chase Investment Services Corp.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
10/13/2008 - 07/27/2011
CHASE INVESTMENT SERVICES CORP. (IRVING TX)
IA
Issued 09/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jose Nieves is the right advisor for you? Invested Better is here to help.
