Unclaimed
Micaela Ornelas is a financial advisor with Fidelity Brokerage Services LLC, a leading financial services firm. With over 12 years of experience in the financial services industry, Micaela brings a wealth of knowledge and expertise to her clients. She is registered to provide investment advice in all 50 states and is committed to providing personalized financial guidance to help her clients achieve their 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.
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.
1
2
UT
07/15/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
CA
04/27/2012 - 06/13/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
07/01/2010 - 04/12/2012
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
11/04/2009 - 06/03/2010
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
BOTH
Issued 07/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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