Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tyler Shadd is a financial advisor registered with Fidelity Distributors Co. LLC. Jeffrey holds a Series 7TO, Series 63, and SIE licenses. He has been in the industry for over 2 years. Previously, Jeffrey was registered with Fidelity Brokerage Services LLC. Jeffrey is licensed in 52 states, the District of Columbia, and Puerto Rico.
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.
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.
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TX
11/29/2022 - Present
Fidelity Distributors Co. LLC (WESTLAKE TX)
TX
09/24/2021 - 10/31/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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