Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joselyn? Claim Your ProfileJoselyn Springer is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Joselyn is registered in 53 states and the District of Columbia. Joselyn has over 15 years of experience in the financial services industry. Joselyn specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Fidelity Personal and Workplace Advisors is a national firm with over 15,000 employees and $800 billion in assets under management.
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
FL
07/02/2020 - Present
Fidelity Personal AND Workplace Advisors (JUPITER FL)
PA
10/09/2007 - 07/19/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 10/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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