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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 Miley is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is a registered representative and investment advisor representative with Raymond James & Associates, Inc. Prior to joining Raymond James & Associates, Inc., Jeffrey worked with MORGAN KEEGAN & COMPANY, INC., PFIC SECURITIES CORPORATION, PRUDENTIAL SECURITIES INCORPORATED, DEPOSIT GUARANTY INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BUCHANAN & CO., INC. Jeffrey has held licenses in a number of states including Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Maryland, Mississippi, Missouri, Nevada, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Jeffrey specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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
MS
10/15/2021 - Present
Raymond James & Associates, Inc. (JACKSON MS)
MS
07/28/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (JACKSON MS)
TN
03/31/2003 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
01/05/1994 - 03/28/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/05/1991 - 01/10/1994
DEPOSIT GUARANTY INVESTMENTS, INC.
NA
03/05/1987 - 04/10/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/05/1987 - 03/09/1987
BUCHANAN & CO., INC.
IA
Issued 02/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1986
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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