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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine Harper is an investment advisor representative at Fidelity Personal and Workplace Advisors, a firm that manages $1 billion - $10 billion in assets. Josephine has been in the industry since 2015 and holds Series 6, 7, 63, 66, 24, 4, 9, 10, 57, and SIE licenses. Josephine is registered in 52 states and 2 territories. Josephine has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Josephine provides financial planning, educational seminars, portfolio management, and selection of other advisors.
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
AZ
04/18/2023 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
AZ
02/12/2015 - 01/27/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 04/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/25/2021
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 02/25/2022
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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