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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 Krashin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in VIENNA, VA. Jeffrey has been working in the securities industry since January 29, 2010. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jeffrey was employed by MORGAN STANLEY SMITH BARNEY. Jeffrey is registered as a broker with FINRA and is licensed in 44 states. Jeffrey's primary area of expertise is providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Jeffrey also offers portfolio management, financial planning, and retirement planning services.
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
VA
01/13/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VIENNA VA)
VA
10/28/2009 - 10/11/2010
MORGAN STANLEY SMITH BARNEY (VIENNA VA)
BOTH
Issued 11/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/2009
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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