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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 Lane Merchant is a financial advisor associated with First Command Advisory Services. Merchant has been in the financial services industry since March 5, 2017. Merchant is registered with the state of South Dakota and has passed the Series 7, Series 66 and SIE exams. Merchant has experience providing financial planning and portfolio management for individuals. Merchant is also a board member for the Black Hills Area Council, Boy Scouts of America and the American Legion Post 164, as well as the Trust Committee Chairperson for the American Legion Department of South Dakota.
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.
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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TX
07/14/2017 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 06/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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