Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dante? Claim Your ProfileDante Reynaud Jefferson is a financial advisor at Fidelity Personal and Workplace Advisors. Dante has been in the financial services industry since 2010 and holds Series 7 and 66 licenses. Dante is also a Certified Financial Planner. Dante has worked with Raymond James Financial Services, Inc., EF Legacy Securities, LLC, Sanders Morris Harris LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dante offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Dante is registered with the Securities and Exchange Commission (SEC) and several state securities regulators.
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
11/20/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
VA
10/20/2017 - 08/06/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
VA
04/22/2016 - 11/01/2017
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
05/29/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
DC
07/20/2011 - 06/13/2013
MORGAN STANLEY (WASHINGTON DC)
NJ
08/02/2010 - 03/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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