Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Purdon is a financial advisor registered with Janney Montgomery Scott LLC and Raymond James Financial Services Advisors, Inc. Jeffrey has been in the financial industry since 1993 and is licensed to provide investment advice in several states. He holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE designation. Jeffrey is also a Certified Financial Planner. He has worked with BB&T Securities, LLC, Scott & Stringfellow, LLC, Robert W. Baird & Co. Incorporated, UBS Paine Webber Inc. and J.C. Bradford & Co. Jeffrey specializes in financial planning, portfolio management, and pension consulting. He offers a variety of investment services, including fee-based and commission-based services. Jeffrey is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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.
Fee plus commission
1
2
GA
01/28/2016 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
GA
01/02/2013 - 02/05/2016
BB&T SECURITIES, LLC (ATLANTA GA)
GA
09/16/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (ATLANTA GA)
GA
03/30/2001 - 09/21/2010
ROBERT W. BAIRD & CO. INCORPORATED (ALPHARETTA GA)
NJ
08/14/2000 - 04/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/24/1997 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
01/30/1989 - 09/19/1989
CITIZENS AND SOUTHERN SECURITIES CORPORATION
NA
03/13/1985 - 04/13/1988
THE ROBINSON-HUMPHREY COMPANY INC.
NA
03/22/1984 - 03/07/1985
FIRST SOUTHEASTERN COMPANY
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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