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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 a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Raymond James Financial Services Advisors, Inc. and is also a Vice President at Farmers National Bank. Jeffrey is a Series 7, Series 24, Series 31, Series 53, and Series 63 licensed advisor, and holds the Series 65. Jeffrey is committed to providing personalized financial advice to his clients and helping them achieve 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 12/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2003
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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