Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferey? Claim Your ProfileJefferey Redford is a financial advisor who has been in the industry since 2001. Jefferey is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with RBC Capital Markets, LLC, Morgan Stanley, Wells Fargo Advisors, LLC, Fidelity Brokerage Services LLC, and Charles Schwab & Co., Inc.. Jefferey has a wide range of experience in the financial services industry and holds numerous licenses and certifications. Jefferey has a proven track record of success in providing financial advice to individuals, businesses, and institutions. Jefferey specializes in portfolio management, financial planning, and retirement planning. Jefferey is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
CA
09/17/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
07/15/2019 - 09/03/2021
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
UT
10/25/2012 - 07/16/2019
MORGAN STANLEY (SOUTH JORDAN UT)
UT
10/13/2011 - 08/09/2012
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
01/11/2008 - 02/19/2009
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
CO
08/08/2007 - 11/12/2007
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
12/23/1997 - 07/19/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 11/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jefferey Redford is the right advisor for you? Invested Better is here to help.
