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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 Fryer is a financial advisor at Watts Gwilliam & Company, LLC in Gilbert, Arizona. Jeffrey has been in the financial services industry since 1994. Jeffrey is a registered investment advisor and holds Series 6, 7, 9, 10, 63, and 65 licenses. Jeffrey provides a range of financial advisory services, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Jeffrey has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
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
AZ
01/07/2009 - Present
Watts Gwilliam & Company, LLC (GILBERT AZ)
AZ
12/07/1999 - 12/15/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NA
01/24/1994 - 03/16/1994
FORTIS INVESTORS, INC.
IA
Issued 01/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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