Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Harold Stern is a financial advisor with Raymond James & Associates, Inc. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey has a strong background in financial planning and portfolio management. Jeffrey provides financial planning and investment management services to individuals, families, businesses, and institutions. Jeffrey holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Jeffrey is also a Certified Financial Planner. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
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
04/19/2023 - Present
Raymond James & Associates, Inc. (SARASOTA FL)
FL
09/03/2013 - 05/14/2021
ROBERT W. BAIRD & CO. INCORPORATED (SARASOTA FL)
FL
02/24/2012 - 08/30/2013
METLIFE SECURITIES INC. (SARASOTA FL)
FL
10/29/2010 - 05/06/2011
JHS CAPITAL ADVISORS, INC. (SARASOTA FL)
FL
11/05/2009 - 01/26/2010
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
FL
07/06/2001 - 07/13/2006
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
GA
07/06/2000 - 07/16/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BOTH
Issued 01/18/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Stern is the right advisor for you? Invested Better is here to help.
