Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Crandall Fields is a financial advisor at Raymond James Financial Services Advisors, Inc., a firm with over 6,500 clients. Jeffrey has been working in the financial services industry since 1994. Jeffrey is registered with the state of Kentucky as both a Broker/Dealer and an Investment Advisor. Jeffrey holds Series 63, 65, 7, and SIE licenses. Jeffrey specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
KY
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Lexington KY)
FL
07/01/1994 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
04/25/1994 - 07/06/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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