Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dean State is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Raymond James Financial Services, Inc., and holds Series 63, 7, 9, 10 and SIE licenses. Jeffrey specializes in providing comprehensive financial planning services to clients throughout the United States. Jeffrey is committed to building long-term relationships with clients and helping them achieve their financial 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.
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.
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2
IA
12/18/2002 - Present
Raymond James Financial Services, Inc. (CEDAR RAPIDS IA)
BC
Issued 01/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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