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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 Paul Seibel is a registered representative with Morgan Stanley. Jeffrey has been in the securities industry since October 7, 1998. Jeffrey is also a registered investment advisor representative with Morgan Stanley and has been active in this role since June 1, 2009. Previously, Jeffrey was registered with Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and DMG Securities, Inc. Jeffrey holds the following licenses: Series 63, Series 65, Series 7, Series 31 and SIE.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
06/01/2009 - Present
Morgan Stanley (Alexandria VA)
VA
10/24/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
MD
04/02/2007 - 10/28/2008
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
12/24/1998 - 04/02/2007
MORGAN STANLEY DW INC. (BETHESDA MD)
VA
09/10/1998 - 11/25/1998
DMG SECURITIES, INC. (GREAT FALLS VA)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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