Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Vernon Lane

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Vernon Lane

Jeffrey Vernon Lane is a financial professional who joined Fidelity Brokerage Services LLC in May 2023. Jeffrey has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). Jeffrey is registered with FINRA and is currently active in the brokerage business.

Firm Information

Jeffrey Lane is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Lane’s Registration & Firm History

NH

05/26/2023 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

Not sure if Jeffrey Vernon Lane is right for you?

Licenses & Designations

BC

Issued 05/26/2023

Series 99TO - Operations Professional Examination

BC

Issued 04/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Vernon Lane.
Not sure if Jeffrey Vernon Lane is right for you?