Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Koche is a financial advisor with over 15 years of experience in the industry. Currently, Jeffrey is registered with Raymond James & Associates, Inc. Jeffrey's prior experience includes working with Victory Capital Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey has passed the Series 66, SIE, Series 86, Series 87 and Series 7 exams and is licensed in Florida. Jeffrey specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services.
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.
Please see note in schedule d - miscellaneous
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
FL
12/13/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
OH
11/04/2014 - 12/03/2021
VICTORY CAPITAL SERVICES, INC. (BROOKLYN OH)
FL
04/26/2007 - 10/27/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
10/31/2003 - 08/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/12/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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