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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 Michael Gold is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Jeffrey has been in the financial industry since 1993 and holds licenses to conduct business in 16 states. Jeffrey's professional certifications include the Series 4, Series 7, Series 24, Series 53, and Series 63 licenses. In addition to his securities licenses, Jeffrey has passed the Series 65 exam and is a Certified Financial Planner.
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
03/04/2020 - Present
Raymond James Financial Services Advisors, Inc. (TAMPA FL)
FL
07/15/1998 - 08/30/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/28/1993 - 06/22/1998
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
FL
06/09/1993 - 08/27/1993
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
IA
Issued 04/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/22/1994
Series 4 - Registered Options Principal Examination
BC
Issued 11/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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