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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Leon Pilate is a financial advisor with Fidelity Personal And Workplace Advisors. Jeffery has been working in the financial services industry since 1990. Jeffery has a variety of experience in financial services, including working with NFP Advisor Services, LLC, The Leaders Group, Inc., and Northwestern Mutual Investment Services, LLC. Jeffery has passed Series 7, 8, 9, 10, 63, and 66 exams and holds licenses in 53 states and is registered with FINRA. Jeffery offers financial planning, portfolio management, and educational seminars.
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.
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2
FL
08/17/2022 - Present
Fidelity Personal AND Workplace Advisors (SANFORD FL)
CO
12/04/2017 - 12/13/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
FL
03/03/2009 - 12/11/2015
NFP ADVISOR SERVICES, LLC (ORLANDO FL)
FL
08/27/2007 - 11/01/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WINTER PARK FL)
FL
08/11/2006 - 07/09/2007
PRINCOR FINANCIAL SERVICES CORPORATION (MAITLAND FL)
FL
03/28/1991 - 08/10/2006
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
MO
03/20/1990 - 03/07/1991
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 08/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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