Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sean Towles is a financial advisor who has been in the industry since October 4, 1998. Jeffrey is currently registered with Fidelity Personal And Workplace Advisors, and has been with them since July 2018. Prior to that, Jeffrey was registered with Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Jeffrey holds Series 63, 66, 7, 9, 10, and SIE licenses.
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
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (Columbus OH)
TX
06/26/2002 - 02/24/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
08/27/1998 - 06/19/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 05/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jeffrey Towles is the right advisor for you? Invested Better is here to help.
