Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Batts is an investment advisor representative with Fidelity Personal and Workplace Advisors. Jeffrey has been in the industry since January 29, 2008. Jeffrey has been registered with the Securities and Exchange Commission since November 29, 2021 and is registered in the state of Florida and Texas. Prior to joining Fidelity, Jeffrey worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Jeffrey has a total of 53 state registrations and is licensed to provide securities advice in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
FL
11/19/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
10/01/2013 - 10/18/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
03/28/2013 - 08/30/2013
TD AMERITRADE, INC. (PONTE VEDRA BEACH FL)
FL
05/26/2008 - 03/12/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
09/05/2007 - 03/05/2008
WACHOVIA SECURITIES, LLC (JACKSONVILLE FL)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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