Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tennyson is an active investment advisor representative registered with Raymond James Financial Services Advisors, Inc. He is also a Registered Investment Advisor with the state of Georgia and Texas. Jeffrey has been in the industry since 2000 and has experience with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Keegan & Company, Inc., and Wachovia Securities, Inc. Jeffrey provides financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
04/03/2023 - Present
Raymond James Financial Services Advisors, Inc. (Leesburg GA)
GA
10/20/2015 - 04/04/2023
RAYMOND JAMES & ASSOCIATES, INC. (ALBANY GA)
GA
02/22/2008 - 10/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY GA)
GA
10/05/2001 - 02/25/2008
MORGAN KEEGAN & COMPANY, INC. (VALDOSTA GA)
NC
11/21/2000 - 11/29/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 05/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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