Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Joseph Feghali is a financial advisor registered with Fidelity Personal And Workplace Advisors. Jeremy has been in the financial services industry since February 14, 2018, and currently works at the firm’s office in Westlake, TX. Jeremy is registered as a Registered Representative and an Investment Advisor Representative with both FINRA and the state of Texas. Jeremy offers financial planning, portfolio management services for businesses and individuals, and educational seminars.
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.
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2
TX
01/24/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
05/08/2017 - 05/19/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 05/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/28/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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