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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 Biernat is a financial advisor at Fidelity Personal And Workplace Advisors. Jeffrey has been in the industry since 1998 and is registered to provide investment advice in Florida, Michigan, New York, and Wisconsin. Jeffrey specializes in working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Jeffrey has over 20 years of experience in providing financial planning, portfolio management, and educational seminars. Jeffrey is committed to helping clients reach 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.
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.
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2
MI
05/11/2023 - Present
Fidelity Personal AND Workplace Advisors (TROY MI)
MI
06/15/2005 - 04/21/2023
ALLSTATE FINANCIAL SERVICES, LLC (TROY MI)
OH
02/27/1999 - 06/17/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NY
07/27/1998 - 10/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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