Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Whyte is a financial advisor at Fidelity Personal and Workplace Advisors. Jeff is registered with both the state of Utah and Texas and has been in the industry since January 2017. Jeff has experience at several other firms including Morgan Stanley, Wells Fargo Clearing Services, LLC, and Merrill Lynch. Jeff specializes in helping individuals, businesses, and charitable organizations with their financial planning and investment management 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
02/15/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
08/20/2020 - 12/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
UT
12/04/2018 - 06/23/2020
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
05/24/2017 - 11/19/2018
MORGAN STANLEY (SOUTH JORDAN UT)
UT
09/29/2016 - 05/24/2017
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 08/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jeff Whyte is the right advisor for you? Invested Better is here to help.
