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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Thenayan is a financial advisor who has been in the industry since 2021. Jeff is a registered representative with Fidelity Personal And Workplace Advisors in Westlake, Texas. Jeff specializes in providing financial planning and investment advice to individuals, families, and businesses. Jeff has earned the Series 63, Series 66 and Series 7TO licenses and the SIE exam to support his financial advising work. Jeff is also registered as an Investment Advisor Representative in the state of Texas. Jeff's clients benefit from the wide range of financial products and services available through Fidelity Personal And Workplace Advisors, one of the nation's largest financial services firms.
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
05/01/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 04/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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