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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 Simmons is a financial advisor with over 14 years of experience in the financial services industry. He is currently registered with Fidelity Personal and Workplace Advisors, and has previously held positions at Empower Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Princor Financial Services Corporation. Jeffrey has a wide range of experience serving a variety of clients, including individuals, families, high-net-worth individuals, trusts, businesses, and charitable organizations. He is a Series 6, 7, 9 and 66 licensed professional.
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
FL
05/17/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
CO
04/22/2022 - 01/31/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
FL
11/07/2008 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
07/14/2008 - 09/26/2008
PRINCOR FINANCIAL SERVICES CORPORATION (JACKSONVILLE FL)
BOTH
Issued 02/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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