Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Carmel is a financial professional with over 28 years of experience in the industry. Jeffrey is currently registered with Commonwealth Financial Network. Previously, Jeffrey has held positions at National Financial Services LLC, Fidelity Brokerage Services LLC, National Financial Services Corporation, Fidelity Brokerage Services, Inc. and Prudential Securities Incorporated. Jeffrey has a wide range of experience including equity trading, general securities, and options. Jeffrey holds Series 4, 7, 9, 10, 55, 57TO, and SIE licenses. Jeffrey is also a Registered Options Principal.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/26/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
05/23/2006 - 04/14/2010
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
01/21/2000 - 04/13/2010
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
09/14/1999 - 01/21/2000
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
RI
09/28/1993 - 09/13/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
07/02/1993 - 09/14/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 08/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/1996
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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