Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Edwards is a financial advisor with over 20 years of experience in the industry. Edwards has worked with Fidelity since 2007 and is currently registered with Fidelity Personal and Workplace Advisors. Edwards is a Series 63 and 66 licensed advisor. He is also a Series 7, 9, and 10 licensed professional. Edwards specializes in a variety of financial products and services, including 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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
07/06/2005 - 09/28/2006
CHASE INVESTMENT SERVICES CORP. (WEST JORDAN UT)
IL
06/06/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
12/13/2001 - 03/08/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
RI
07/19/2000 - 11/23/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jeffrey Edwards is the right advisor for you? Invested Better is here to help.
