Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kyle Edwards is a financial advisor with Fidelity Brokerage Services LLC, based in Smithfield, Rhode Island. Edwards has been in the securities industry since 2017 and has extensive experience working with clients in various states. Edwards holds the Series 7, Series 63, and SIE licenses. Edwards has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Vanguard Marketing Corporation.
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
03/31/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
AZ
05/19/2020 - 06/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
10/13/2015 - 10/11/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 12/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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