Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dewolfe is a financial advisor with Fidelity Brokerage Services LLC. Jeffrey has been in the securities industry since 2014. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 53 states. Jeffrey holds Series 6, 7, 63, and SIE licenses. Jeffrey has previously worked at PRUCO SECURITIES, LLC. and GWFS EQUITIES, INC.
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.
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.
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2
NH
11/19/2021 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
MA
03/19/2020 - 07/06/2020
PRUCO SECURITIES, LLC. (WAKEFIELD MA)
MA
11/14/2012 - 08/13/2019
GWFS EQUITIES, INC. (ANDOVER MA)
BC
Issued 11/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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