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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 Donald Hindle is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has been in the industry since 1995. Jeffrey has a diverse background in the industry with prior experience at several other firms including BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., TD WATERHOUSE INVESTOR SERVICES, INC., JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Jeffrey is registered with FINRA and holds several licenses, including Series 6, Series 7, Series 9, Series 10, Series 24, Series 63 and the SIE exam. Jeffrey specializes in providing investment advice for Individuals and businesses.
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
NY
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/24/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NE
01/17/1997 - 02/09/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MA
05/17/1995 - 09/24/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/17/1995 - 09/24/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2004
Series 4 - Registered Options Principal Examination
BC
Issued 05/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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