Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Factor is a financial advisor with over 37 years of experience in the financial services industry. He is currently registered with Truist Advisory Services, Inc. and is licensed to provide investment advice and securities services in 54 states. His career has included work with several prominent financial institutions, including Raymond James & Associates, Inc., BB&T Securities, LLC, and Morgan Stanley Smith Barney. Jeffery Factor specializes in providing financial planning, portfolio management, and financial profiling services for individuals, businesses, and institutions.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
TN
12/14/2017 - Present
Truist Advisory Services, Inc. (BRENTWOOD TN)
KY
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (Lexington KY)
TN
02/13/2013 - 10/02/2017
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
12/01/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)
TN
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/21/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1984
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 03/17/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1996
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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