Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Jimenez is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Julia has been in the industry for over 10 years. Julia is licensed in Rhode Island and Texas. The firm provides financial planning and portfolio management services to individuals, businesses, and institutions. The firm is committed to providing clients with a personalized experience that meets their unique needs and goals.
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
RI
10/29/2024 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
Active
Inactive
Not sure Julia Jimenez is the right advisor for you? Invested Better is here to help.
