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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 Markham is a financial advisor with over 35 years of experience in the industry. Jeffrey is currently registered with Stifel, Nicolaus & Company, Inc. and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey holds Series 3, 7, 8, 9, 10, 63 and 65 licenses. Jeffrey has a strong track record of providing comprehensive financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Jeffrey is committed to helping clients achieve their financial goals through personalized strategies and sound investment advice.
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.
1
2
TX
06/20/2024 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
02/23/1988 - 12/11/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
IA
Issued 10/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1993
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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