Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Meyers is a financial advisor with over 11 years of experience in the financial services industry. Jeffrey has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009 and has held previous positions at Morgan Stanley, Robinhood Financial, LLC, Wachovia Securities, LLC, and Fidelity Brokerage Services LLC. Jeffrey is licensed to offer investment advice in a variety of states. Jeffrey has experience in a wide range of financial services, including investment management, portfolio management, and financial planning. Jeffrey specializes in providing financial advice to individuals, families, and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AZ
08/15/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
06/03/2021 - 05/09/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
04/04/2019 - 09/25/2019
MORGAN STANLEY (GILBERT AZ)
PA
10/21/2009 - 12/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITEHALL PA)
FL
09/23/2008 - 03/03/2009
WACHOVIA SECURITIES, LLC (JACKSONVILLE FL)
FL
04/30/2008 - 07/08/2008
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 08/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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