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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 Keough is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has been in the financial services industry since April 14, 1989. Jeffrey is registered with the state of Texas as an Investment Advisor Representative. Jeffrey's primary office is located in Boston, MA. The firm is headquartered in New York, NY, and has been in business since 1914. Merrill Lynch, Pierce, Fenner & Smith Inc. is a full-service financial services firm that provides a wide range of investment products and services to individual and institutional investors.
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
MA
06/17/1999 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
TX
04/20/1989 - 01/01/1990
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
01/24/1989 - 02/21/1989
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 06/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities 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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