Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McDonald is a financial advisor who has been in the industry since 1992. Jeffrey is registered with Kovack Advisors, Inc., a firm with offices in Fort Lauderdale and Clearwater, Florida. Jeffrey has worked with several firms including Raymond James Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc., with experience in providing financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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
FL
12/20/2023 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
07/17/2020 - 04/10/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Clearwater FL)
FL
06/01/2009 - 07/23/2020
MORGAN STANLEY (PALM HARBOR FL)
FL
08/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM HARBOR FL)
FL
07/31/1993 - 08/29/2008
CITIGROUP GLOBAL MARKETS INC. (CLEARWATER FL)
NY
10/08/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
12/21/1991 - 09/22/1992
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 12/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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