Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Anderson is a financial advisor with Charles Schwab & CO., Inc. located in Naples, Florida. Jeffrey has been in the financial services industry since 2006. Jeffrey holds a Series 6, 7, 31, 63, 65 and 66 licenses. Jeffrey is licensed to conduct securities business in Florida, Texas, Arkansas, California, Delaware, Idaho, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia, Washington, and Wisconsin. Jeffrey is also an Investment Advisor Representative with Charles Schwab & CO., Inc. Jeffrey has experience in the investment services offered by Charles Schwab & CO., Inc.. Previous employers include METLIFE SECURITIES INC., MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, PRINCOR FINANCIAL SERVICES CORPORATION, DEAN WITTER REYNOLDS INC., FIRST COLONIAL SECURITIES GROUP, INC., and SMITH BARNEY 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
01/02/2019 - Present
Charles Schwab & CO., Inc. (Naples FL)
FL
11/17/2010 - 03/07/2011
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
06/01/2009 - 02/03/2010
MORGAN STANLEY SMITH BARNEY (FT. LAUDERDALE FL)
FL
09/16/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)
FL
06/25/2007 - 07/11/2008
PRINCOR FINANCIAL SERVICES CORPORATION (MIRAMAR FL)
NY
09/03/1998 - 12/23/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
07/22/1998 - 08/18/1998
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
06/25/1996 - 09/09/1997
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/14/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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