Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Dinkins is a financial advisor with over 20 years of experience in the industry. Jeff is currently registered with Wells Fargo Clearing Services, LLC. Jeff is a licensed and registered financial advisor in several states. Jeff has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Jeff's areas of expertise include portfolio management, investment consulting, and financial planning.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
12/11/2019 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
10/21/2011 - 12/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
TX
06/01/2009 - 10/26/2011
MORGAN STANLEY SMITH BARNEY (PLANO TX)
TX
05/24/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PLANO TX)
TX
04/19/2002 - 06/04/2007
UBS FINANCIAL SERVICES INC. (DALLAS TX)
BOTH
Issued 05/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 3 - National Commodity Futures Examination
BC
Issued 07/13/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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