Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Fitz is a financial advisor with over 30 years of experience in the industry. Jeffrey has a Series 7, Series 3, and Series 63 license as well as the SIE. Jeffrey is currently registered with Raymond James Financial Services Advisors, Inc. in Florida and New York. Jeffrey has previously held roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Prudential Securities Incorporated, Westfield Financial Corporation, and Hibbard Brown & Co., Inc. Jeffrey is a Registered Investment Advisor with the State of Florida and New York. Jeffrey specializes in providing financial planning, pension consulting, portfolio management, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
03/23/2021 - Present
Raymond James Financial Services Advisors, Inc. (Palme Beach Gardens FL)
NJ
09/06/2013 - 03/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NY
11/07/2008 - 09/10/2013
WELLS FARGO ADVISORS, LLC (WHITE PLAINS NY)
NY
10/09/1997 - 11/21/2008
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
NY
11/22/1994 - 09/30/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/05/1994 - 11/01/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
08/21/1992 - 09/07/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 03/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2000
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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