Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tidwell is a financial advisor with over 10 years of experience in the industry. Jeffrey is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Rehoboth Beach, DE. Previously, Jeffrey worked as a financial advisor with Janney Montgomery Scott LLC and Morgan Stanley. Jeffrey offers a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Jeffrey is also registered with the following states: California, Connecticut, Delaware, Florida, Georgia, Indiana, Kansas, Maine, Maryland, Massachusetts, Montana, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Virginia, Washington, Wisconsin and Wyoming.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
DE
07/08/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (REHOBOTH BEACH DE)
DE
11/02/2017 - 08/01/2022
JANNEY MONTGOMERY SCOTT LLC (Greenville DE)
DE
04/25/2013 - 11/03/2017
MORGAN STANLEY (REHOBOTH BEACH DE)
BOTH
Issued 05/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Tidwell is the right advisor for you? Invested Better is here to help.
