Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alger is a financial advisor with over 35 years of experience in the financial services industry. Jeffrey has a strong track record of providing personalized financial advice to individuals, families, and businesses. He is currently registered with Truist Advisory Services, Inc., a firm that provides a variety of financial services. Jeffrey's previous employers include NCF Financial Services, Inc., Invest Financial Corporation, Morgan Stanley DW Inc., BANC of America Investment Services, Inc., NationsSecurities, and NationsBanc Securities, Inc. He is also registered with the state of Tennessee and Texas, with a focus on providing advisory services to clients.
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.
1
2
TN
05/12/2017 - Present
Truist Advisory Services, Inc. (BRENTWOOD TN)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
04/16/2002 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
03/30/2001 - 04/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
01/01/1998 - 03/15/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
06/23/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
GA
06/26/1989 - 08/14/1990
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NA
02/09/1988 - 05/06/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/02/1984 - 02/04/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
04/20/1983 - 03/02/1984
J. B. HANAUER & CO.
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Alger is the right advisor for you? Invested Better is here to help.
