Unclaimed
Jeffrey Price is a registered representative with Bofa Securities, Inc. in New York, NY. Jeffrey has been in the industry for over 8 years and is also registered with Merrill Lynch Professional Clearing Corp. Jeffrey holds the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99).
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
03/29/2023 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
07/10/2019 - 03/07/2023
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (NEW YORK NY)
NY
07/10/2019 - 03/07/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/10/2019 - 03/07/2023
BOFA SECURITIES, INC. (NEW YORK NY)
NY
06/08/2015 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/01/2015 - 11/30/2018
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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