Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Montgomery is a financial advisor with over 25 years of experience in the financial services industry. Jeffrey is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC. Jeffrey is also a Series 6, Series 63, and Series 99TO licensed representative. Jeffrey has a strong track record of helping clients achieve their financial goals.
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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KY
05/19/2023 - Present
National Financial Services LLC (COVINGTON KY)
RI
08/27/1997 - 10/24/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 09/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/05/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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