Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Steinberg is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $818 billion in assets under management. Jeffrey has been in the financial services industry since 2006 and is registered to provide advisory services in 52 states. Jeffrey's specialties include financial planning, portfolio management for individuals and businesses, and educational seminars. He previously worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
12/01/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
08/12/2011 - 08/22/2018
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
03/13/2006 - 01/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 04/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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