Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gartman is a financial advisor at Raymond James & Associates, Inc., and has been in the industry since 1981. Jeffrey has earned the SIE, Series 5, and Series 7 licenses. Jeffrey holds a Series 63 license in Florida and is also registered to provide investment advice in 11 states. Prior to joining Raymond James & Associates, Inc., Jeffrey was employed by Morgan Stanley DW Inc.
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.
Please see note in schedule d - miscellaneous
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
FL
09/20/2005 - Present
Raymond James & Associates, Inc. (LAKEWOOD RANCH FL)
NY
03/17/1988 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
10/12/1983 - 04/19/1988
E. F. HUTTON & COMPANY INC
NA
12/29/1980 - 10/06/1983
A. G. EDWARDS & SONS, INC.
BC
Issued 02/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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