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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 Keith Joiner is an investment advisor representative at Raymond James Financial Services Advisors, Inc. He is located in Danville, Kentucky, and has been in the financial services industry since November 25, 1993. Jeffrey Joiner has a wide range of experience and holds several licenses and certifications. He has worked with clients in a variety of sectors, including individuals, corporations, and retirement plans. Jeffrey Joiner is dedicated to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (DANVILLE KY)
KY
02/13/2004 - 12/03/2007
PRIMEVEST FINANCIAL SERVICES, INC. (DANVILLE KY)
TN
08/29/1997 - 02/20/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
KY
11/26/1993 - 09/11/1997
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/7/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/1/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/8/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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