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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 Lee Richardson has been in the financial services industry since 1991. Jeffrey is currently registered with Raymond James Financial Services Advisors, Inc. and is located in GAFFNEY, SC. Jeffrey is a registered representative and investment adviser representative, and has a variety of licenses, including Series 7, Series 63, Series 24, Series 51, and SIE. Jeffrey has experience working with individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, insurance companies, banking or thrift institutions, and state or municipal government entities. Jeffrey offers a range of services, including financial planning, portfolio management, and investment advisory services. Jeffrey is committed to providing personalized financial advice to help clients 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
SC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (GAFFNEY SC)
MA
01/01/1998 - 05/02/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
06/15/1993 - 01/01/1998
NATIONSSECURITIES
NC
05/18/1991 - 06/15/1993
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
MO
04/08/1991 - 05/02/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 09/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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