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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Silverman is a financial advisor who has been in the industry since 1997. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at UBS Financial Services Inc. and J.P. Turner & Company, L.L.C. Jeffrey has a wide range of experience and expertise in the financial services industry. He holds Series 3, 7 and 63 licenses, as well as a Series 65 license. Jeffrey specializes in helping individuals, corporations, and institutions develop and implement financial plans that meet their specific needs. He is committed to providing his clients with personalized service and expert guidance.
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
VI
04/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE AMALIE VI)
VI
11/09/1998 - 04/15/2009
UBS FINANCIAL SERVICES INC. (CHRISTIANSTED, ST. CROIX VI)
GA
05/05/1998 - 11/13/1998
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
02/04/1998 - 04/20/1998
GKN SECURITIES CORP. (NEW YORK NY)
NY
10/31/1997 - 01/29/1998
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
IA
Issued 12/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 3 - National Commodity Futures Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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