Unclaimed
Jeffrey Ryan Knudson is a financial professional with over 11 years of experience in the industry. Jeffrey is registered with Fidelity Brokerage Services LLC and is licensed to provide investment advice in 53 states and jurisdictions. Jeffrey holds the Series 7 and Series 63 licenses and the SIE exam.
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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2
TX
01/21/2011 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 01/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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