Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Shenkman is a financial advisor who has been in the industry since February 19, 2009. Currently, Jeffrey is registered with Osaic Wealth, Inc. and works out of their Dallas, TX office. Prior to joining Osaic Wealth, Inc., Jeffrey worked at FSC Securities Corporation, RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC and Fidelity Brokerage Services LLC. Jeffrey is licensed to provide securities advice in a number of states including Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Michigan, Missouri, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas. Jeffrey offers financial planning services, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/03/2023 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
03/23/2020 - 11/03/2023
FSC SECURITIES CORPORATION (DALLAS TX)
TX
07/08/2011 - 03/24/2020
RBC CAPITAL MARKETS, LLC (DALLAS TX)
TX
11/01/2010 - 07/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
02/01/2010 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (DALLAS TX)
FL
06/09/2008 - 05/20/2009
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 05/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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