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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 Thomas Ehrhardt is a financial advisor in the Boston, Massachusetts area with over 24 years of experience in the financial services industry. Jeffrey has been with Fidelity Personal AND Workplace Advisors since July 2018, and prior to that, he was with Strong Investments, Inc. Jeffrey has a strong track record of success in helping clients achieve their financial goals. He is a highly qualified and experienced financial advisor, committed to providing personalized financial advice and investment management services to clients. He is licensed to practice in 53 states and is a registered Investment Advisor. Jeffrey specializes in providing services to individuals and families, corporations and businesses, as well as pension plans.
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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WI
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MENOMONEE FALLS WI)
WI
05/13/2004 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
WI
05/08/1995 - 12/31/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 05/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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