Unclaimed
Jack Mitchell Myers is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Jack has been in the securities industry since September 24, 2020. Jack holds Series 7, 66, and SIE licenses and has registrations in all 50 states. Jack has a background in business and finance and has experience in retail sales and marketing. Jack is committed to providing clients with comprehensive financial planning and investment management services. Jack is a licensed Investment Advisor Representative with Fidelity Personal And Workplace Advisors and is committed to providing clients with financial planning and investment management services tailored to their unique needs.
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
UT
12/07/2020 - Present
Fidelity Personal AND Workplace Advisors (AMERICAN FORK UT)
BOTH
Issued 11/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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