Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Martin Taylor is a financial advisor at Fidelity Brokerage Services LLC. Jeffrey has over 3 years of experience in the financial industry. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) as a Series 7TO, Series 9, and Series 63. Jeffrey is also registered with the state of Texas. Jeffrey is committed to providing his clients with the highest level of service and expertise.
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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TX
07/08/2019 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 08/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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