Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Law is a financial advisor with Truist Advisory Services, Inc., registered with the state of Virginia since May 2023. Jeffrey has been a financial advisor for over 15 years, and has held positions at a number of firms including Charles Schwab, Merrill Lynch, and TD Ameritrade. Jeffrey has a broad range of experience in the financial services industry and is committed to providing personalized 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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TX
05/16/2023 - Present
Truist Advisory Services, Inc. (DALLAS TX)
VA
04/03/2020 - 02/21/2023
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
VA
08/09/2018 - 04/07/2020
TD AMERITRADE, INC. (GLEN ALLEN VA)
FL
01/21/2015 - 07/19/2017
CHARLES SCHWAB & CO., INC. (NAPLES FL)
FL
07/22/2014 - 12/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
NH
09/06/2007 - 07/01/2014
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 07/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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