Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wilson, a financial advisor based in Jacksonville, Florida, has been providing financial services since 1998. Wilson is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and holds licenses for both securities and investment advisory services. Wilson is active in both the BrokerCheck and Investment Advisor databases, and has held previous positions with Quest Capital Strategies, Inc., Michigan Securities, Inc., and H&R Block Financial Advisors, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
06/13/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
NY
04/14/2008 - 09/23/2009
MICHIGAN SECURITIES, INC. (ALBANY NY)
CA
10/21/2003 - 03/29/2006
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MI
01/06/1998 - 10/26/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 06/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Wilson is the right advisor for you? Invested Better is here to help.
