Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey East is a financial advisor with over 11 years of experience in the financial services industry. Jeffrey is registered with Raymond James Financial Services Advisors, Inc. in Brentwood, TN. Prior to joining Raymond James, Jeffrey worked for CETERA INVESTMENT SERVICES LLC and MORGAN KEEGAN & COMPANY, INC. Jeffrey holds the Series 6, 7, 63, and 65 licenses as well as the SIE. He is a Certified Financial Planner™ professional. Jeffrey’s focus is on providing financial planning and investment advice to individuals, families, and businesses. Jeffrey works with clients to develop customized financial plans that meet their unique needs and goals.
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
TN
08/24/2016 - Present
Raymond James Financial Services Advisors, Inc. (BRENTWOOD TN)
TN
01/30/2013 - 08/23/2016
CETERA INVESTMENT SERVICES LLC (BRENTWOOD TN)
TN
02/28/2012 - 01/24/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
05/08/2009 - 06/30/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN TN)
IA
Issued 03/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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