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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bednarek is a financial advisor with Fidelity Personal and Workplace Advisors. Jeffrey is a Registered Representative with the firm, and is licensed in several states, including Florida, North Carolina, and Texas. Jeffrey has been in the financial industry since 2010. Jeffrey has a strong background in securities, investment company products, and variable contracts. Jeffrey is committed to providing clients with personalized financial advice and guidance.
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
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (SARASOTA FL)
IL
10/04/2012 - 03/28/2013
PNC INVESTMENTS (DOWNERS GROVE IL)
IL
02/24/2010 - 09/14/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 02/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/20/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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