Jeffrey Fiscella, financial advisor Pella IA

Jeffrey Fiscella

CRD Number: 5814755
Current Firm: Primerica Advisors

Jeffrey Fiscella (CRD# 5814755) is an Investment Advisor Representative working at Primerica Advisors in Pella, IA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Pella, IA Jun 2010 - Current 13
Primerica Financial Services Pella, IA Jan 2010 - Current 14
Team Restoration Ministries Osceola, IA Jan 2007 - Jan 2021 14
Des Moines Area Community College West Des Moines, IA Jan 2007 - Jan 2021 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Jeffrey T. Fiscella
Phone Number: 833-786-0550
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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