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. Miller is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Fidelity Brokerage Services LLC. Previously, Jeffrey was registered with FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. Jeffrey is licensed in 21 states and holds the Series 7, Series 63, and SIE licenses.
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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RI
01/01/2008 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
CA
01/22/2004 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SAN FRANCISCO CA)
BC
Issued 01/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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