Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Eastburn is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in FRISCO, TX. Jeff has been in the financial services industry since 1998 and has a broad range of experience serving clients. Jeff is a licensed securities professional and has completed the Series 7, Series 9, Series 10, Series 63 and Series 66 exams. Jeff has held previous roles with UBS Financial Services Inc. and Charles Schwab & Co., Inc. Jeff's current registrations include Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
05/22/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
CA
02/07/2000 - 05/28/2013
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
TX
12/17/1998 - 03/06/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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