Unclaimed
Jeffrey Ball is a financial professional with over 20 years of experience in the industry. Jeffrey holds a Series 63, Series 99, and SIE license. Jeffrey is currently registered with Investment Distributors, Inc. and previously worked with Concourse Financial Group Securities, Inc. and ProEquities, Inc. Jeffrey's previous roles were in Birmingham, AL. Jeffrey is an active broker and is not currently registered as an investment advisor.
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.
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.
1
2
AL
06/16/2023 - Present
Investment Distributors, Inc. (Birmingham AL)
AL
05/01/2018 - 06/21/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
AL
07/30/2012 - 11/08/2017
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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