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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Lussier is a financial advisor with Fidelity Personal And Workplace Advisors. Jeffrey Robert Lussier has been in the industry since January 4, 2001 and is currently registered in 53 states and 2 other jurisdictions. Jeffrey Robert Lussier is a licensed Series 7, 9, 10, 63 and 66 representative. Jeffrey Robert Lussier provides financial planning, portfolio management for individuals and businesses, and educational seminars to clients. Jeffrey Robert Lussier is also a non-managing member of Ridge2021 LLC, a private LLC to hold land in New Hampshire.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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