Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dean is a registered representative at James I. Black & Co. and has been in the financial industry since February 14, 2007. Jeffrey Dean is licensed in Florida and Texas. Jeffrey Dean holds a Series 66, 63, 30, 24, 7 and 3 license. Jeffrey Dean's firm specializes in Portfolio Management for Individuals and Financial Planning.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Negotiable
1
2
FL
02/14/2007 - Present
James I. Black & Co. (LAKELAND FL)
BOTH
Issued 07/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2011
Series 30 - NFA Branch Manager Examination
BC
Issued 04/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2005
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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