Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Jose Mejia is a financial advisor with Fidelity Personal And Workplace Advisors. Juan Jose Mejia has been in the industry since October 22, 2019. Juan Jose Mejia is registered with the state of Texas. Juan Jose Mejia's past employment includes positions at Fidelity Brokerage Services LLC, USAA Financial Advisors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Juan Jose Mejia's credentials include the Series 66, Series 7 and SIE exams. Juan Jose Mejia is also registered with the state of California as an investment advisor representative.
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
CA
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
TX
10/04/2019 - 10/20/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/08/2019 - 09/24/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
01/02/2018 - 01/31/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 02/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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