Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abby? Claim Your ProfileAbby Jeffers is a financial professional with over 19 years of experience in the financial services industry. Abby has a strong background in investment banking, municipal finance, and general securities. Abby currently holds Series 7, 50, 52, 63, and SIE licenses and has a strong track record of success in helping clients meet their financial goals. Abby is registered with Hilltop Securities Inc. and holds a state registration in Massachusetts and New Hampshire. Hilltop Securities Inc. is a full-service investment firm headquartered in Dallas, Texas. The firm provides a wide range of financial services to individuals, families, and businesses, including financial planning, investment management, and wealth management. The firm has over $1 billion in assets under management and serves over 1000 clients.
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.
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.
12b-1 fees
1
2
MA
01/22/2016 - Present
Hilltop Securities Inc. (BOSTON MA)
MA
01/01/2004 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (BOSTON MA)
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2003
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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