Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Francis is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc., operating out of their Knoxville, TN office. Jeffrey has over 23 years of experience in the industry, having previously worked with First Tennessee Brokerage, Inc. His career has seen him gain expertise in various financial sectors, and he is well-equipped to provide advice on investments and financial planning, including pension consulting and portfolio management.
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
TN
07/19/2019 - Present
Raymond James Financial Services Advisors, Inc. (KNOXVILLE TN)
TN
03/18/1999 - 01/15/2009
FIRST TENNESSEE BROKERAGE, INC. (KNOXVILLE TN)
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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