Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Stoll is a financial advisor with over 35 years of experience in the industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2009. Jeffrey has a broad range of experience and expertise, including financial planning, pension consulting, and portfolio management for individuals and businesses. He holds a Series 7, Series 24, Series 52TO, Series 53, and SIE licenses. He is also registered as an Investment Advisor Representative in Ohio and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
06/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (MASSILLON OH)
MO
02/24/1987 - 05/02/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 04/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Stoll is the right advisor for you? Invested Better is here to help.
