Jeffery Pilate (CRD# 1860229) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sanford, FL and has over 34 years of experience in the finance industry.
CRD# 1948990
Osaic Wealth, Inc.
CRD# 6109279
Ae Wealth Management, LLC
CRD# 3068212
Heartwood Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Jacksonville, FL | Dec 2021 - Current | 2 |
| The Brokers Network LLC | Maitland, FL | Apr 2021 - Dec 2021 | < 1 |
| The Leaders Group Inc. | Littleton, CO | Nov 2017 - Dec 2021 | 4 |
| The Brokers Network | Maitland, FL | Dec 2015 - Apr 2021 | 5 |
| Nfp Securities | Orlando, FL | Mar 2009 - Nov 2015 | 6 |
| Cash & Associates P.a. | Orlando, FL | Feb 2008 - Nov 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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