Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Russell Nixon is a financial advisor at Charles Schwab & CO., Inc. based in Austin, TX. Jeffrey has been in the industry since 2008. Jeffrey holds Series 3, 7, 9, 10, 24, 34, and 66 licenses. Jeffrey has been registered with FINRA and is registered with the State of Missouri. In addition to Charles Schwab & CO., Inc. Jeffrey has previously been employed by TD Ameritrade, Inc., Scottrade, Inc., and Edward Jones. Jeffrey is also a Registered Representative of the firm.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
12/01/2022 - Present
Charles Schwab & CO., Inc. (Austin TX)
NE
01/04/2018 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
MO
03/12/2009 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
06/26/2008 - 01/16/2009
EDWARD JONES (WILDWOOD MO)
BOTH
Issued 07/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2024
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/02/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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