Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Scott Jefferson has been in the financial services industry since November 20, 1986. Jefferson is currently registered as a Registered Representative with Morgan Stanley in Little Rock, Arkansas. Jefferson is also registered as an Investment Advisor Representative in Texas. Previously, Jefferson was employed by UBS Financial Services Inc. and Citigroup Global Markets Inc. in Little Rock, Arkansas and Lehman Brothers Inc. in New York, New York.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AR
02/16/2023 - Present
Morgan Stanley (Little Rock AR)
AR
01/05/2009 - 03/27/2023
UBS FINANCIAL SERVICES INC. (LITTLE ROCK AR)
AR
07/31/1993 - 01/21/2009
CITIGROUP GLOBAL MARKETS INC. (LITTLE ROCK AR)
NY
11/21/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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