Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Murry is a financial advisor with Avantax Advisory Services and Avantax Planning Partners, Inc., located in IRVING, TX. Jeffrey is a Certified Financial Planner and has been in the financial services industry since 2009. Jeffrey has a wide range of experience in the financial services industry. Jeffrey is a Registered Representative and Investment Advisor Representative.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
TX
03/31/2010 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
04/03/2009 - 03/26/2010
PRIMEVEST FINANCIAL SERVICES, INC. (HENDERSON TX)
BOTH
Issued 05/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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