Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Goretti is a financial advisor currently employed by Fidelity Distributors Co. LLC. Jeffrey is registered with the state of Rhode Island as well as 51 other states. Jeffrey has been working in the financial industry since June 19, 2008. Jeffrey holds FINRA licenses Series 7, 24, and 63. The SIE exam was last passed in 2018. Jeffrey's professional experience includes working for Fidelity Investments Institutional Services Company, Inc. and PYRAMIS DISTRIBUTORS CORPORATION LLC.
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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RI
05/12/2016 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
RI
01/13/2009 - 05/12/2016
PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)
RI
06/19/2008 - 02/02/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 07/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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