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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 Roth is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm headquartered in Saint Petersburg, Florida. Jeffrey is licensed in 37 states and has been in the industry since 1993. Jeffrey holds the Series 7, 63, 24, 53, and 65 securities licenses. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services.
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
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (PETTISVILLE OH)
IA
Issued 03/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/08/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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