Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kleinhenz is a financial advisor with Fidelity Brokerage Services LLC. Jeffrey has been in the securities industry since 2014. Jeffrey holds the Series 63, Series 10, Series 9, SIE, and Series 7 licenses. Jeffrey is registered to offer securities in all 50 states.
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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OH
08/29/2014 - Present
Fidelity Brokerage Services LLC (CINCINNATI OH)
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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