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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 Charles Mull is an investment advisor representative at UBS Financial Services Inc. Jeffrey has been in the securities industry since 1984 and holds licenses to operate in Pennsylvania. Previously, Jeffrey has worked at CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. in Pittsburgh, PA and New York, NY respectively. Jeffrey is a Series 7, Series 63 and Series 65 licensed professional. Jeffrey's specializations include brokerage services, investments, financial planning, insurance, retirement planning and mutual funds.
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.
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.
See schedule d - miscellaneous
1
2
PA
03/31/2006 - Present
UBS Financial Services Inc. (PITTSBURGH PA)
PA
07/31/1993 - 04/11/2006
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
NY
08/25/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/18/1984 - 09/23/1986
ADVEST, INC.
IA
Issued 06/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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