Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hamilton has been in the financial services industry since February 13, 1998. Jeffrey is currently registered as a Registered Representative with Fidelity Personal And Workplace Advisors. Previously, Jeffrey was registered with Fidelity Brokerage Services LLC, National Financial Services LLC, and Fidelity Investments Institutional Services Company, Inc.. Jeffrey holds FINRA licenses Series 7, 6, 24, 63, and 66. Jeffrey has an approved state registration for broker-dealer in 52 states and an approved state registration for investment advisor in North Carolina and Texas. Jeffrey has a total of 54 approved registrations and a total of 6 licenses, and has been registered for over 20 years. Jeffrey Hamilton's primary specialty is in the area of Portfolio Management for individuals.
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
NC
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
RI
02/29/2008 - 10/01/2020
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
07/05/2007 - 10/01/2020
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
07/19/2000 - 06/12/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
04/08/1996 - 07/19/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 09/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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