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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 Winston is an investment advisor representative at Fidelity Personal and Workplace Advisors. Jeffrey has been in the financial services industry since 1993 and has a strong track record of success in providing investment advice to clients. He specializes in providing financial planning, portfolio management, and educational seminars. Jeffrey has a wide range of experience in the financial services industry, having previously worked at Merrill Lynch, Ameriprise Financial Services, Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Jeffrey holds a Series 63, 65, 66, 7, 9, 10, and 31 securities licenses. Jeffrey's focus is on providing personalized financial guidance and 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
NJ
05/24/2022 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEWATER NJ)
NJ
09/21/2015 - 07/09/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)
FL
04/27/2007 - 01/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
NY
10/31/2003 - 01/10/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
07/01/2003 - 11/04/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/20/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/18/1993 - 09/20/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/06/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1993
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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