Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Thomas is a financial advisor with over 2 years of experience in the industry. Jeffrey David Thomas is registered with Fidelity Brokerage Services LLC in SALT LAKE CITY, UT. Jeffrey David Thomas holds the Series 63, Series 7TO, and SIE licenses. Jeffrey David Thomas is registered in 53 states and the District of Columbia, Puerto Rico, and the Virgin Islands.
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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UT
07/12/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 07/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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