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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 Eugene Taylor is a financial advisor at Fidelity Personal And Workplace Advisors. Jeffrey has been in the financial industry since 1995 and has experience in working with a variety of clients, including individuals, high net worth individuals, corporations, and charitable organizations. Jeffrey holds the Series 3, 7, 9, 10, 24, 31, 63, and 65 licenses and is also a Certified Financial Planner. Jeffrey has been registered with Fidelity since 2018. Jeffrey provides financial planning, portfolio management, and educational seminars.
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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2
AZ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (QUEEN CREEK AZ)
AZ
03/31/2015 - 10/05/2016
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
CA
01/04/2010 - 03/19/2015
CHARLES SCHWAB & CO., INC. (SAN DIEGO CA)
NV
06/13/2005 - 12/07/2009
BIRCHTREE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
MO
07/01/2003 - 06/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/16/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/08/1995 - 01/29/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 3 - National Commodity Futures Examination
BC
Issued 05/02/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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