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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 Duane Reynolds is an active broker and investment advisor representative with over 30 years of experience in the financial services industry. Jeffrey is currently registered with UBS Financial Services Inc. in Florida and Texas. Before joining UBS Financial Services Inc., Jeffrey was employed with MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, all located in the Tampa, Florida area. Jeffrey holds the Series 31, Series 7, Series 63, and Series 65 licenses and has earned the SIE designation. He has served as a Council member for the University of South Florida College of Business since January 2013.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
08/12/2024 - Present
UBS Financial Services Inc. (TAMPA FL)
FL
06/01/2009 - 07/11/2024
MORGAN STANLEY (Tampa FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
09/01/2006 - 04/02/2007
MORGAN STANLEY DW INC. (TAMPA FL)
FL
02/12/1993 - 09/08/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
IA
Issued 10/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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