Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Currie is a financial advisor with over 20 years of experience. Jeffrey is currently registered with Fidelity Brokerage Services LLC and holds Series 63, 10, 9, SIE and Series 7 licenses. Jeffrey has been a financial advisor since 2000 and is registered in 53 states and the District of Columbia.
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
09/08/2000 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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