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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 Ryan Tucker is an active Broker/Dealer and Investment Adviser Representative with Morgan Stanley in New York, New York. Jeffrey Tucker has been in the industry for over 17 years and is licensed to operate in 36 states. Jeffrey Tucker has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, RBC Capital Markets, LLC and Neuberger Berman, LLC. He holds a Series 7, Series 66 and SIE license.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/06/2022 - Present
Morgan Stanley (New York NY)
NY
03/06/2015 - 05/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/31/2008 - 03/23/2015
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
03/11/2008 - 11/04/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
PA
06/15/2006 - 03/20/2008
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
BOTH
Issued 10/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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