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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 Mark Sheats is a financial advisor at Fidelity Personal And Workplace Advisors, working in the Alexandria, VA office. Jeffrey has been in the financial industry since January 26, 1989. Jeffrey holds a Series 7 and Series 63 license and is a Certified Financial Planner.
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.
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VA
08/22/2024 - Present
Fidelity Personal AND Workplace Advisors (ALEXANDRIA VA)
VA
10/11/2011 - 02/13/2012
LPL FINANCIAL LLC (VIRGINIA BEACH VA)
VA
03/11/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (VIRGINIA BEACH VA)
VA
02/29/2008 - 03/07/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (VIRGINIA BEACH VA)
VA
11/23/1990 - 03/14/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (VIRGINIA BEACH VA)
NJ
09/11/1990 - 11/21/1990
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
03/20/1985 - 09/09/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/12/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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