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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 Mingo is a financial advisor who has been in the industry since April 1998. Jeffery is currently registered with Fidelity Personal AND Workplace Advisors. Previously, Jeffery has held positions at several other firms including Robinhood Financial, LLC, VANGUARD MARKETING CORPORATION, MML INVESTORS SERVICES, LLC, and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Jeffery is licensed in 52 states and two provinces in Canada. Jeffery's firm offers financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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
02/09/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
NC
10/27/2021 - 12/22/2021
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
02/16/2021 - 11/02/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
11/25/2019 - 06/18/2020
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
07/09/2001 - 08/07/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MA
03/09/1999 - 04/06/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
01/16/1998 - 01/07/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NC
05/04/1998 - 08/19/1998
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
11/08/1995 - 10/27/1997
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NJ
03/10/1995 - 06/07/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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