Unclaimed
Jeffrey Michael Crowell is a financial advisor registered with Fidelity Brokerage Services LLC. Jeffrey has been in the securities industry since December 1996 and has a series 63, Series 7, Series 9, and Series 10 license. Jeffrey is registered in Kentucky, Massachusetts, Texas, and Utah.
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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2
KY
12/02/1997 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
OH
12/05/1996 - 11/20/1997
PROVIDENT SECURITIES & INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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