Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stevenson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Jeffrey is registered to provide investment advice in 53 states and is actively involved in the financial services industry since 2016. Jeffrey's expertise covers a range of investment products and services, including portfolio management, financial planning, and retirement planning. Jeffrey is dedicated to providing personalized financial advice to help clients 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.
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
NC
05/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
SC
09/02/2021 - 05/18/2023
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/10/2019 - 08/23/2021
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
10/10/2016 - 09/27/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 10/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 7 - General Securities 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
Not sure Jeffrey Stevenson is the right advisor for you? Invested Better is here to help.
