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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 Tillman is an investment advisor representative with Fidelity Personal And Workplace Advisors. Jeffrey has been in the industry since June 2006 and has been registered with Fidelity Personal And Workplace Advisors since July 2018. Jeffrey holds Series 66 and Series 7 licenses. Jeffrey has previously been registered with several other firms, including Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.W. Korth & Company.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
FL
09/11/2013 - 11/19/2013
SYNOVUS SECURITIES, INC. (CLEARWATER FL)
FL
07/26/2011 - 09/03/2013
J.W. KORTH & COMPANY (MIAMI FL)
IA
07/27/2010 - 07/22/2011
WELLS FARGO SECURITIES, LLC (DES MOINES IA)
FL
05/22/2009 - 08/12/2010
WELLS FARGO ADVISORS, LLC (DELRAY BEACH FL)
FL
05/15/2006 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GAINESVILLE FL)
BOTH
Issued 06/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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