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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Leathers is a financial advisor with Citigroup Global Markets Inc. in O'Fallon, Missouri. Jeffery has been in the financial services industry since March 2009. Jeffery has been registered with Citigroup Global Markets Inc. since May 2022. Previously, Jeffery was registered with TD Ameritrade, Inc., FBL Marketing Services, LLC, Stifel, Nicolaus & Company, Incorporated, Century Securities Associates, Inc., Cutter & Company, Inc., and Edward Jones. Jeffery has passed the Series 7, Series 66, and SIE exams. Jeffery specializes in asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Asset allocation advice
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.
1
2
MO
05/23/2022 - Present
Citigroup Global Markets Inc. (O'Fallon MO)
MO
04/07/2021 - 05/14/2022
TD AMERITRADE, INC. (ST. LOUIS MO)
MN
10/18/2019 - 02/21/2020
FBL MARKETING SERVICES, LLC (Rochester MN)
MN
09/07/2012 - 10/25/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROCHESTER MN)
MO
03/27/2013 - 02/22/2017
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
02/23/2010 - 07/18/2012
CUTTER & COMPANY, INC. (ST. LOUIS MO)
MO
03/24/2009 - 02/17/2010
NEW ENGLAND SECURITIES (ST. LOUIS MO)
MO
05/30/2008 - 12/18/2008
EDWARD JONES (WARRENTON MO)
BOTH
Issued 07/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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