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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 Clark is a financial advisor with Fidelity Personal and Workplace Advisors. Jeffrey has been in the industry since 2010. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 6, 7, 63, and 66 licenses. Jeffrey has experience with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Jeffrey is also a registered investment advisor in California and Texas. Jeffrey has worked with clients of various backgrounds and can tailor solutions to meet their individual 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.
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CA
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (MISSION VIEJO CA)
CA
11/15/2010 - 09/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 12/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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