Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Oline is a financial advisor with over 10 years of experience in the industry. Jeffrey is currently registered with Fidelity Personal And Workplace Advisors, a firm that manages over $818 billion in assets. Jeffrey has a broad range of experience working with individual and institutional clients and specializes in financial planning, educational seminars and selecting other advisors.
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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2
CO
09/08/2020 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
06/03/2019 - 08/19/2020
WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)
CO
01/29/2018 - 05/10/2019
RAYMOND JAMES & ASSOCIATES, INC. (DENVER CO)
CO
02/08/2013 - 02/02/2018
WELLS FARGO CLEARING SERVICES, LLC (ENGLEWOOD CO)
CO
07/26/2011 - 02/05/2013
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
06/03/2010 - 08/02/2011
U.S. BANCORP INVESTMENTS, INC. (LITTLETON CO)
CO
07/03/2009 - 01/21/2010
EDWARD JONES (LAKEWOOD CO)
BOTH
Issued 05/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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