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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 Grant Tucker is a financial advisor who has been in the industry since December 1986. Jeffrey Tucker is currently registered with Bok Financial Securities, Inc. and has been with the firm since July 2018. Prior to that, Jeffrey Tucker was registered with KeyBanc Capital Markets Inc. from March 2017 to July 2018 and Credit Suisse Securities (USA) LLC from July 2009 to November 2016. Jeffrey Tucker is also registered as an investment advisor representative and is currently registered in Connecticut. Jeffrey Tucker is licensed to provide investment advice in several states and has passed a number of industry exams including the Series 66, Series 63, Series 53, Series 52TO, Series 7, and Series 6. Jeffrey Tucker is also a registered principal with Bok Financial Securities, Inc..
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.
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.
Furnishes advice about securities in any manner not described above.
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
CT
07/05/2018 - Present
BOK Financial Securities, Inc. (Stamford CT)
NY
03/13/2017 - 07/03/2018
KEYBANC CAPITAL MARKETS INC. (New York NY)
NY
07/20/2009 - 11/01/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
PA
10/08/1990 - 07/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
03/02/1990 - 10/10/1990
PNC SECURITIES CORP (PITTSBURGH PA)
NY
08/01/1986 - 02/13/1990
MELLON FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 07/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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