Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hackett is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Jeffrey has been in the financial industry since 2016 and has been registered with Fidelity since 2021. Prior to joining Fidelity, Jeffrey worked at Morgan Stanley, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, and VALIC Financial Advisors, INC. Jeffrey specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
TX
08/10/2021 - Present
Fidelity Personal AND Workplace Advisors (THE WOODLANDS TX)
TX
10/12/2018 - 07/16/2020
MORGAN STANLEY (THE WOODLANDS TX)
TX
12/06/2017 - 10/25/2018
J.P. MORGAN SECURITIES LLC (THE WOODLANDS TX)
TX
06/10/2016 - 11/29/2017
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
TX
11/04/2014 - 04/28/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 07/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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