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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 Edward Zientara is a financial professional with over 13 years of experience in the industry. Currently, Jeffrey Edward Zientara works with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Jeffrey Edward Zientara has previously held positions with Raymond James Financial Services, Inc., G.F. Investment Services, LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. Incorporated. Jeffrey Edward Zientara holds a variety of licenses and certifications, including Series 7, 10, 24, 31, 66, and SIE. Jeffrey Edward Zientara is registered in Florida for both securities and investment advisory services.
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
FL
07/20/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
09/12/2018 - 07/10/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKEWOOD RANCH FL)
GA
01/14/2016 - 06/05/2018
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
FL
05/09/2014 - 01/05/2016
J.P. MORGAN SECURITIES LLC (BRADENTON FL)
FL
05/20/2009 - 12/26/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKEWOOD RANCH FL)
FL
06/29/2007 - 05/21/2009
MORGAN STANLEY & CO. INCORPORATED (BRADENTON FL)
BOTH
Issued 07/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2020
Series 24 - General Securities Principal Examination
BC
Issued 02/24/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/27/2007
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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