Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dolgos is a financial professional with over 27 years of experience in the industry. Currently, Jeffrey is registered with Fidelity Brokerage Services LLC and is located in Greenwood Village, CO. Jeffrey has a strong background in the financial services industry and has held positions with several firms throughout his career. Jeffrey's expertise includes providing financial advice and investment management services to clients. Jeffrey is dedicated to providing his clients with the highest level of service and guidance.
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
CO
05/07/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
FL
04/13/2015 - 06/05/2017
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (SAFETY HARBOR FL)
FL
12/19/2012 - 04/14/2015
INCAPITAL LLC (ST. PETERSBURG FL)
FL
10/14/1996 - 10/08/2012
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
11/04/1994 - 10/15/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
11/30/1992 - 06/27/1994
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
BC
Issued 05/14/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/02/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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