Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Dinning is an investment advisor representative with Fidelity Personal and Workplace Advisors. Jeff has been in the securities industry since 2010. Jeff is licensed to provide investment advice in 36 states and is a registered representative of Fidelity Brokerage Services LLC. Prior to joining Fidelity, Jeff was a financial advisor at Lincoln Financial Advisors Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to his role at Fidelity, Jeff also owns and manages a residential rental property company. Jeff is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
AZ
08/20/2015 - 02/26/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (Tucson AZ)
AZ
08/16/2010 - 09/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 09/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jeff Dinning is the right advisor for you? Invested Better is here to help.
