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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 Myers is a financial advisor with over 10 years of experience in the financial services industry. He joined Janney Montgomery Scott LLC in 2018 and is registered to provide securities and investment advisory services in California, Pennsylvania, and Texas. Jeffrey previously worked at Morgan Stanley and Waddell & Reed, Inc. He holds the Series 66, Series 7, and SIE licenses. Jeffrey specializes in providing investment advice to individuals, families, and businesses. His primary focus is on financial planning, portfolio management, and retirement planning. He is committed to providing personalized and comprehensive financial services to help his 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.
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.
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.
Fee plus commission
1
2
PA
08/08/2018 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
PA
10/25/2017 - 07/16/2018
MORGAN STANLEY (PITTSBURGH PA)
FL
01/06/2009 - 08/11/2009
WADDELL & REED, INC. (ST. PETERSBURG FL)
FL
07/18/2008 - 10/22/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 11/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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