Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey R Leichman is an investment advisor representative at Fidelity Personal and Workplace Advisors. Jeffrey has been in the securities industry since September 27, 2004. Prior to joining Fidelity Personal and Workplace Advisors, Jeffrey was a registered representative at Fidelity Brokerage Services LLC and AXA Advisors, LLC. Jeffrey holds Series 63, 66, 7, and SIE securities licenses. Jeffrey is currently licensed to practice in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin. Jeffrey specializes in portfolio management for individuals and businesses, financial planning, and educational seminars.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
08/05/2004 - 08/29/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
01/10/2003 - 02/02/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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