Unclaimed
Jefferey Biederman is a financial advisor with over 25 years of experience in the industry. Jefferey has worked at Raymond James & Associates, Inc. since 2025, and before that worked at Morgan Stanley. Jefferey has a broad range of experience in the financial services industry. Jefferey has earned several licenses, including the Series 63, Series 65, Series 7, and SIE. Jefferey is registered with FINRA and holds licenses in 34 states.
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.
Please see note in schedule d - miscellaneous
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
WV
02/18/2025 - Present
Raymond James & Associates, Inc. (HUNTINGTON WV)
WV
09/02/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTINGTON WV)
CA
03/12/1997 - 06/16/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IA
Issued 09/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1996
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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