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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 Innes is a financial advisor with Fidelity Personal And Workplace Advisors. Jeff is based in Boston, Massachusetts and has been a registered representative since 1990. Jeff has a broad range of experience in the financial industry, including providing financial planning, portfolio management for individuals and businesses, and educational seminars. Jeff is a Series 63 and 66 licensed representative.
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)
NY
09/27/1993 - 06/05/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/24/1990 - 09/30/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 9/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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