Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Lynn Jolliff is a financial advisor registered with Fidelity Personal And Workplace Advisors and has been in the industry since 2001. Veronica is a Certified Financial Planner™ and is licensed in 53 states. She has been associated with Fidelity Personal And Workplace Advisors since 2019, having previously worked with Regal Securities and Westport Resources Investment Services. Veronica specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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
FL
08/08/2019 - Present
Fidelity Personal AND Workplace Advisors (NAPLES FL)
FL
06/08/2015 - 06/17/2019
REGAL SECURITIES, INC. (FORT MYERS FL)
FL
06/20/2013 - 06/11/2015
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (NAPLES FL)
FL
02/26/2003 - 06/10/2013
REGAL SECURITIES, INC. (FORT MYERS FL)
RI
02/20/2001 - 02/05/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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