Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Simmons is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Charles Schwab & Co., Inc. and provides financial services in Colorado and Texas. Jeffrey has a strong background in investments and financial planning, holding Series 6, 7, 8, 9, 10, 63, and 66 licenses. Jeffrey has been with Charles Schwab & Co., Inc. since 2003 and has previously worked for firms such as MetLife Securities Inc., Metropolitan Life Insurance Company, Fidelity Investments Institutional Services Company, Inc., and Fidelity Brokerage Services, Inc. Jeffrey is a dedicated and experienced advisor, committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
09/14/2004 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MA
10/29/2002 - 03/03/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/29/2002 - 03/03/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
01/01/1996 - 10/09/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
06/24/1994 - 01/04/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/02/1993 - 06/22/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 09/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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