Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Blake Dickerson is a financial advisor with over 30 years of experience in the financial services industry. Currently, Jeffrey is registered with Raymond James Financial Services Advisors, Inc. and is based out of their Glen Allen, VA office. He holds a Series 7, Series 31, Series 39, Series 63, and Series 65 license. Jeffrey also holds the Certified Financial Planner designation. His previous experience includes positions at Wells Fargo Advisors Financial Network, LLC, UBS Financial Services Inc., J.C. Bradford & Co., First Union Capital Markets Corp., Charles Schwab & Co., Inc., United Dominion Investments, Inc., and Olde Discount Corporation.
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
VA
08/29/2022 - Present
Raymond James Financial Services Advisors, Inc. (Glen Allen VA)
VA
07/23/2004 - 08/30/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GLEN ALLEN VA)
NJ
08/14/2000 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/12/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
03/11/1991 - 03/12/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
TX
09/09/1987 - 03/12/1991
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
07/23/1987 - 08/26/1987
UNITED DOMINION INVESTMENTS, INC.
NA
08/19/1986 - 07/17/1987
OLDE DISCOUNT CORPORATION
IA
Issued 04/19/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1987
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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