Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moses? Claim Your ProfileMoses Jacovo Sanchez is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Moses has been in the industry since 2017. He has Series 6, 7, 63, 66, 9 and 10 securities licenses, and holds active registrations in 53 states plus the District of Columbia. His previous employment includes GWFS EQUITIES, INC. Moses is licensed as a Real Estate Broker in Colorado and has a previous position with Resident Realty.
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
CO
07/13/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
12/22/2016 - 08/21/2020
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 06/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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