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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 Michael Law is a financial advisor with over 15 years of experience in the industry. Jeffrey is currently registered with Truist Investment Services, Inc. and Truist Advisory Services Inc. Jeffrey previously worked for Fidelity Brokerage Services LLC, TD Ameritrade, Inc., Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey is also a Certified Financial Planner. Jeffrey's experience and qualifications make him a valuable resource for clients seeking financial advice. Jeffrey provides financial planning, portfolio management, and other advisory services to individuals, corporations, and other clients. Jeffrey also teaches financial planning and financial markets courses at Southern New Hampshire University. Jeffrey is committed to providing his clients with the highest level of service and expertise.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/16/2023 - Present
Truist Advisory Services, Inc. (DALLAS TX)
VA
04/03/2020 - 02/21/2023
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
VA
08/09/2018 - 04/07/2020
TD AMERITRADE, INC. (GLEN ALLEN VA)
FL
01/21/2015 - 07/19/2017
CHARLES SCHWAB & CO., INC. (NAPLES FL)
FL
07/22/2014 - 12/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
NH
09/06/2007 - 07/01/2014
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 7/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 3/26/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/5/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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