Unclaimed
Jeffrey George Harring is a financial advisor with over 30 years of experience in the industry. He is currently registered with Raymond James & Associates, Inc. in Florida and Texas, and is a Series 7, 31, 63, and 65 licensed professional. Jeffrey has been with Raymond James since 1987, and prior to that worked with J. W. Gant & Associates, Inc. and Michelin and Company, Inc. Jeffrey is a licensed investment advisor and offers investment management services for individuals, businesses and institutions. He also provides financial planning, 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
FL
01/24/2008 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NA
01/02/1987 - 02/02/1987
J. W. GANT & ASSOCIATES, INC.
NA
12/26/1986 - 01/02/1987
MICHELIN AND COMPANY, INC.
IA
Issued 06/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
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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