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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 Ottwin Anderson is a financial advisor with over 27 years of experience in the industry. Jeffrey is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in South Carolina and Texas. Prior to joining Merrill Lynch, Jeffrey has worked with a variety of firms including LPL Financial LLC, CUNA Brokerage Services, Inc., Transamerica Financial Advisors, Inc. and ING Financial Partners, Inc. Jeffrey holds Series 6, 7, 63 and 65 securities licenses. Jeffrey Anderson specializes in providing financial advice to high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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
SC
12/08/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENVILLE SC)
NC
05/18/2022 - 12/19/2022
LPL FINANCIAL LLC (FAYETTEVILLE NC)
NC
06/17/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (FAYETTEVILLE NC)
NC
11/02/2015 - 02/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON NC)
SC
01/02/2014 - 12/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (MOUNT PLEASANT SC)
SC
05/15/2013 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (MT PLEASANT SC)
SC
09/04/2009 - 12/31/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (CHARLESTON SC)
SC
02/05/2003 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (CHARLESTON SC)
IN
12/07/1999 - 01/28/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
AL
10/03/1994 - 12/31/1996
PROEQUITIES, INC. (BIRMINGHAM AL)
IN
05/14/1991 - 08/02/1994
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 08/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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