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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 Taylor Hancey is a financial advisor registered with Fidelity Personal and Workplace Advisors. Jeffrey has been in the financial services industry since November 24, 2015. Jeffrey is registered in Texas and Utah as both a Registered Representative (RR) and Investment Advisor Representative (IAR). Jeffrey currently works out of the Fidelity Personal and Workplace Advisors office in Salt Lake City, Utah. Jeffrey has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey offers portfolio management services, educational seminars, and financial planning. Jeffrey's firm is an investment advisor and has approximately $1 billion to $10 billion in assets under management. Jeffrey has passed the Series 66, Series 10, Series 9, Series 7, and SIE exams.
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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UT
07/05/2019 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
NC
08/10/2015 - 01/16/2018
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 11/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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