Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Jaquez is an investment advisor representative with Fidelity Personal And Workplace Advisors. Kyle has been in the financial services industry since December 2008. Kyle holds the Series 6, 7, 9, 10, 63, and 66 securities licenses and has been registered in several states including Texas, North Carolina, and Massachusetts. Kyle is also a Registered Investment Advisor in Texas and North Carolina.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 07/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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