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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 Perry is a financial advisor associated with Fidelity Personal And Workplace Advisors in BOSTON, Massachusetts. He is currently registered in 26 states, including Michigan and Texas, and is active in both broker-dealer and investment advisor capacities. Jeffrey's career in the financial industry began in March 2008 and has included experience in CINCINNATI, Ohio, before relocating to BOSTON. He holds Series 63, 66, 7 and SIE registrations. Jeffrey has a broad range of specializations, including investment management for individuals and businesses, financial planning, selection of other advisors, and providing 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.
1
2
MA
10/11/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 11/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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