Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Bidstrup has been in the financial services industry since 1992. Jeffery Bidstrup is currently a registered representative with UBS Financial Services Inc. in the San Angelo, TX branch office. Prior to that, Jeffery Bidstrup was registered with MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, WACHOVIA SECURITIES, LLC, A. G. EDWARDS & SONS, INC. and GRUNTAL & CO., L.L.C. Jeffery Bidstrup has passed the Series 63, Series 65, Series 3, Series 7, Series 8, Series 9, Series 10 and SIE exams.
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.
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.
See schedule d - miscellaneous
1
2
TX
05/01/2024 - Present
UBS Financial Services Inc. (AUSTIN TX)
TX
06/01/2009 - 04/16/2024
MORGAN STANLEY (Austin TX)
IL
09/26/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LISLE IL)
IL
11/01/2005 - 10/04/2007
WACHOVIA SECURITIES, LLC (KANKAKEE IL)
IL
10/05/2000 - 11/07/2005
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
NY
06/29/1992 - 10/16/2000
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
01/22/1992 - 07/02/1992
EMANUEL AND COMPANY (NEW YORK NY)
NA
12/23/1991 - 01/27/1992
BARING & BROWN, INC.
IA
Issued 11/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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