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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 James Luedke is a financial advisor with Fidelity Personal and Workplace Advisors. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey holds the Series 6, 7, 63, and 66 securities licenses and is registered in 53 states. Jeffrey specializes in providing financial planning, portfolio management, and other advisory services to individuals and businesses. Jeffrey is committed to helping clients achieve their financial goals.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
05/30/2003 - 05/26/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IL
10/19/2001 - 05/30/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
12/20/1999 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 12/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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