Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrett? Claim Your ProfileJarrett Benjamin Lidell is a financial advisor registered with Fidelity Personal and Workplace Advisors. Jarrett has been working in the financial industry since June 24, 2007. Prior to joining Fidelity, Jarrett worked at TD Ameritrade, Edward Jones, and Fidelity Brokerage Services LLC. Jarrett holds Series 7, 63, and 66 licenses. Jarrett has a CFP designation. Jarrett Lidell is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jarrett is also registered with FINRA.
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
04/03/2019 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
01/14/2017 - 03/25/2019
TD AMERITRADE, INC. (HOUSTON TX)
TX
02/13/2015 - 01/04/2017
EDWARD JONES (HOUSTON TX)
TX
04/07/2008 - 02/13/2015
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
TX
07/19/2007 - 02/11/2008
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
MO
03/12/2007 - 06/07/2007
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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