Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edward Budd is a financial advisor with over 30 years of experience in the financial services industry. Currently, Jeffrey is a registered representative with Raymond James & Associates, Inc. and is licensed to provide investment advice in California, Florida, New Jersey, New York, and South Carolina. Jeffrey has previously worked at Fidelity Brokerage Services LLC, Morgan Stanley DW Inc., First Union Brokerage Services, Inc., Marketing One Securities, Inc., Olde Discount Corporation, Josephthal Lyon & Ross Incorporated, Thomas James Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Princeton Financial Group, Inc., and MLB Investments, LTD.. Jeffrey holds Series 7, Series 63, Series 65, and SIE licenses. Jeffrey is also a Certified Financial Planner.
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.
Please see note in schedule d - miscellaneous
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
NJ
03/26/2019 - Present
Raymond James & Associates, Inc. (PARAMUS NJ)
NJ
02/25/2003 - 01/31/2019
FIDELITY BROKERAGE SERVICES LLC (PARAMUS NJ)
NY
09/22/1997 - 12/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NC
01/01/1996 - 08/13/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
01/29/1995 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MI
05/17/1993 - 10/05/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
09/30/1992 - 05/28/1993
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
09/10/1992 - 10/06/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
04/29/1991 - 08/21/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/26/1990 - 04/29/1991
PRINCETON FINANCIAL GROUP, INC.
NA
10/25/1989 - 05/11/1990
MLB INVESTMENTS, LTD.
IA
Issued 05/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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