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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 Lawrence Huss is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Jeffrey has been in the industry since August 2012 and holds Series 6, 7, 63, 65, and 66 licenses. Jeffrey provides portfolio management for individuals and businesses, as well as financial planning services. Jeffrey is also able to assist with the selection of other advisors. Fidelity Personal And Workplace Advisors is a large financial firm with over $818 billion in assets under management and over 1.9 million client accounts.
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
KY
11/17/2020 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
04/30/2012 - 08/12/2014
PFS INVESTMENTS INC. (FT WRIGHT KY)
BOTH
Issued 11/13/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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