Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Ibarra is an investment advisor representative at Fidelity Personal AND Workplace Advisors. Whitney has been in the industry since 2009. Whitney has a Series 6, 7, 63 and 65. Whitney is registered in 20 states and has a total of 18 approved state registrations. Whitney has previously been registered with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Whitney has experience in financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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
IL
08/05/2020 - Present
Fidelity Personal AND Workplace Advisors (ORLAND PARK IL)
IL
10/01/2012 - 07/09/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
08/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HIGHLAND PARK IL)
IA
Issued 08/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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