Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leticia? Claim Your ProfileLeticia Grant jones is a financial advisor at Fidelity Personal and Workplace Advisors, a firm with over $1 trillion in assets under management. Leticia has been working in the financial services industry since 2000. Before joining Fidelity, Leticia was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors. Leticia holds Series 6, 7, and 66 securities licenses, as well as a Securities Industry Essentials (SIE) certification. Leticia specializes in working with individuals, families, businesses, and retirement plan sponsors.
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
TX
03/10/2022 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
10/24/2014 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
08/29/2011 - 10/01/2014
WELLS FARGO ADVISORS, LLC (CYPRESS TX)
TX
12/01/2005 - 12/15/2010
ALLSTATE FINANCIAL SERVICES, LLC (HOUSTON TX)
CA
12/04/2004 - 04/26/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
TX
09/11/2000 - 01/23/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
05/08/1997 - 09/25/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 10/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Leticia Grant jones is the right advisor for you? Invested Better is here to help.
