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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 David Tinker is a financial advisor with D.a. Davidson & Co. based in Denver, Colorado. Jeffrey has been in the financial services industry since 2006 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Jeffrey has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance. Jeffrey holds the Series 7, Series 63, and Series 65 licenses.
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.
A percentage of the total value of assets under management is charged.
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CO
12/21/2020 - Present
D.a. Davidson & Co. (DENVER CO)
IL
05/23/2019 - 12/18/2020
FHN FINANCIAL SECURITIES CORP. (CHICAGO IL)
IL
01/25/2016 - 05/08/2019
WILLIAM BLAIR (CHICAGO IL)
IL
07/22/2010 - 02/01/2016
MORGAN STANLEY (CHICAGO IL)
NJ
03/26/2009 - 07/07/2010
THE GMS GROUP, LLC (JERSEY CITY NJ)
NY
05/23/2008 - 03/24/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/21/2006 - 05/30/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 07/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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