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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 Mark Dickinson is a financial advisor with over 30 years of experience in the industry. Currently, Jeffrey is a registered representative of Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2009. Jeffrey has been a registered investment advisor representative in the state of Florida since August 2009. Previously, Jeffrey worked for firms such as Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Smith Barney, Harris Upham & Co., Incorporated. Jeffrey's experience spans a variety of roles within the financial services industry, including investment advisory, portfolio management, and financial planning. Jeffrey has also held a General Securities Principal License (Series 24) since August 2001. Jeffrey has worked hard to obtain a wide range of professional designations and certifications. Jeffrey's areas of specialization include retirement planning, investment management, and financial planning. Jeffrey's dedication to client satisfaction and commitment to providing personalized financial guidance has helped Jeffrey to build a strong track record of success.
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
FL
08/12/2009 - Present
Raymond James Financial Services Advisors, Inc. (New Smyrna Beach FL)
NY
04/12/1993 - 04/06/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/17/1990 - 04/13/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/19/1990 - 08/03/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/23/1988 - 03/16/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 12/8/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/8/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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