Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yesenia? Claim Your ProfileYesenia Aguilera is a financial advisor at Fidelity Personal and Workplace Advisors. Yesenia Aguilera has been in the industry for over 6 years and is registered in 53 states and the District of Columbia. Yesenia Aguilera is also an investment advisor representative in Texas. Yesenia Aguilera has a Series 66 license for both broker-dealer and investment advisor representatives. Yesenia Aguilera also holds the Series 7 and Series 63 licenses. Fidelity Personal and Workplace Advisors provides advisory services for individuals, businesses, and charitable organizations. The firm manages over $818 billion in assets.
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
05/30/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 05/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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