Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Betros is a financial advisor with Raymond James Financial Services Advisors, Inc. Jeffrey has been a registered representative for over 10 years. Jeffrey previously worked at Pacer Financial, Inc., Wells Fargo Funds Distributor, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey has a Series 66, Series 7 and SIE license and has worked in the financial services industry since 2014.
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
FL
09/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Jacksonville FL)
PA
01/14/2021 - 09/01/2023
PACER FINANCIAL, INC. (MALVERN PA)
NC
03/02/2018 - 01/16/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
FL
05/07/2013 - 01/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 06/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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