Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mark Dickinson is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Jeffrey has been in the financial services industry since 1988. Jeffrey is registered with the state of Florida as an investment advisor representative. Previously, Jeffrey has worked at Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Smith Barney, Harris Upham & Co., Incorporated. Jeffrey holds a Series 63, 65, 7, 24, and SIE license. Jeffrey is also the owner of Dickinson Wealth 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
FL
08/12/2009 - Present
Raymond James Financial Services Advisors, Inc. (New Smyrna Beach FL)
NY
04/12/1993 - 04/06/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/17/1990 - 04/13/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/19/1990 - 08/03/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/23/1988 - 03/16/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 12/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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