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 Oberle is a financial advisor with over 6 years of experience in the financial industry. Jeffrey has a strong background in financial planning and portfolio management. Currently, Jeffrey works with Fidelity Personal AND Workplace Advisors. Prior to Fidelity, Jeffrey worked with MORGAN STANLEY. Jeffrey is licensed to provide financial advice in several states, including California, Colorado, Florida, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Nevada, New York, North Carolina, Oregon, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.
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
06/04/2020 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
08/16/2016 - 01/03/2017
MORGAN STANLEY (Menlo Park CA)
IA
Issued 06/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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