Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rait is a financial advisor currently working at Deutsche Bank Securities Inc. Rait has been in the financial industry since September 24, 2001, with experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Rait holds the Series 6, Series 7 and Series 66 licenses.
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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
FL
06/21/2019 - Present
Deutsche Bank Securities Inc. (JACKSONVILLE FL)
FL
03/01/2013 - 12/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
10/03/2006 - 02/27/2012
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
11/06/2000 - 09/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 07/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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