Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Temitope? Claim Your ProfileTemitope Ojofeitimi is a financial advisor with Fidelity Personal And Workplace Advisors. Temitope has been in the financial industry for over 12 years. Temitope specializes in providing financial planning, investment advice, and portfolio management to individuals, businesses, and high-net-worth clients. Temitope is registered with the Securities and Exchange Commission (SEC) and is also licensed to sell securities in Texas. Temitope has a wide range of experience in the financial industry, having previously worked at JP Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Temitope holds several industry certifications, including the Series 6, Series 7, Series 63, and Series 66 exams.
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
TX
06/19/2019 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
01/17/2018 - 05/17/2019
J.P. MORGAN SECURITIES LLC (SPRING TX)
TX
10/18/2016 - 01/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONROE TX)
TX
01/02/2015 - 04/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
TX
12/17/2013 - 11/20/2014
EDWARD JONES (THE WOODLANDS TX)
NJ
09/30/2008 - 01/12/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
TX
05/14/2007 - 12/11/2007
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
BOTH
Issued 12/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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