Unclaimed
Jeffrey Sapit is a financial advisor with Fidelity Brokerage Services LLC. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, Series 63 and SIE licenses. Jeffrey has been active in the industry since 2024 and is licensed to provide financial advice in 53 states and the District of Columbia.
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.
1
2
FL
08/09/2024 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 08/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jeffrey Sapit is the right advisor for you? Invested Better is here to help.