Unclaimed
Laura Alejandra Zendejas-vargas is a financial advisor at Fidelity Personal and Workplace Advisors. Laura Alejandra has been in the industry since 2016. Laura Alejandra has a Series 6, 7, 63 and 66 licenses and has passed the SIE exam. Laura Alejandra is registered to provide investment advisory services in 53 states and the District of Columbia. Laura Alejandra has experience with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC.
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
09/14/2022 - Present
Fidelity Personal AND Workplace Advisors (KEYES CA)
CA
01/15/2022 - 07/12/2022
WELLS FARGO CLEARING SERVICES, LLC (TURLOCK CA)
CA
05/01/2015 - 04/22/2021
WELLS FARGO CLEARING SERVICES, LLC (MODESTO CA)
BOTH
Issued 03/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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