Unclaimed
Joselin Andrea Orta aguirre is a licensed securities professional registered with Fidelity Brokerage Services LLC. Joselin has been in the industry since July 5, 2022 and holds the following licenses: Series 7TO, Series 63, and the SIE. Joselin is licensed to provide investment advice in 53 states and jurisdictions, as well as with the Financial Industry Regulatory Authority (FINRA).
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.
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.
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2
TX
07/06/2022 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 07/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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