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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 Small is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Tulsa, Oklahoma. Jeffrey Small has been in the industry since August 29, 2003. Jeffrey Small is registered to provide investment advice in Oklahoma and Texas. Jeffrey Small specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
01/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (Tulsa OK)
OK
10/05/2017 - 10/30/2018
WELLS NELSON & ASSOCIATES, L.L.C. (TULSA OK)
IN
07/21/2003 - 09/22/2014
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
NY
05/20/2002 - 06/26/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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