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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Levi Jeffries is a financial advisor with Fidelity Personal And Workplace Advisors. Eric has been in the industry since 2005 and is registered with FINRA and the state of Texas. He specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Eric is also a registered investment advisor and has been active in the industry for over 17 years.
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.
1
2
TX
04/26/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
NE
04/22/2006 - 12/08/2010
TD AMERITRADE, INC. (OMAHA NE)
NE
09/30/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 04/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2007
Series 4 - Registered Options Principal Examination
BC
Issued 04/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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