Jodi OsieckiCRD Number: 7027570
Current Firm: Fidelity Personal And Workplace Advisors
Jodi Osiecki (CRD# 7027570) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 4 years of experience in the finance industry.
Hedgefield Wealth Management
Charles Schwab & Company, Inc.
Charles Schwab & Company, Inc.
|Fidelity Brokerage Services LLC||Westlake, TX||Sep 2018 - Current||4|
|Pine Cove||Tyler, TX||May 2015 - Aug 2018||3|
|Texas A&m University (tamu)||College Station, TX||Aug 2014 - May 2017||2|
|Dallas County Community College Disctrict||Dallas, TX||Aug 2013 - Jan 2016||2|
|Coppell High School||Coppell, TX||Aug 2010 - Jun 2014||3|
|City Of Coppell (aquatic And Recreation Center)||Coppell, TX||Jun 2013 - Aug 2013||< 1|
|Local Diner||Coppell, TX||Aug 2012 - Jun 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2018|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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