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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 Alan Tucker is an investment advisor representative, registered with Truist Advisory Services, INC. since February 2021. Jeffrey Alan Tucker has been active in the securities industry since May 1990. Before Truist Advisory Services, INC., Jeffrey Alan Tucker was registered with BB&T SECURITIES, LLC and Wells Fargo Advisors, LLC. Jeffrey Alan Tucker holds Series 3, 7, 9, 10, 63, and 65 licenses. Jeffrey Alan Tucker currently works in the Ocala branch office.
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.
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2
FL
04/15/2021 - Present
Truist Advisory Services, Inc. (OCALA FL)
VA
10/12/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
10/01/2000 - 10/14/2015
WELLS FARGO ADVISORS, LLC (OCALA FL)
NC
02/24/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
04/29/1994 - 03/02/1995
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
WI
01/15/1992 - 04/29/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
05/25/1990 - 01/10/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 5/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/11/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/5/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/6/1991
Series 3 - National Commodity Futures Examination
BC
Issued 8/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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