Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Thomas is a financial professional with over a decade of experience in the industry. Jeffrey is currently registered with Piper Sandler & Co. in Boston, Massachusetts, and holds Series 7, 79TO and SIE licenses. Jeffrey's previous experience includes BANC OF AMERICA SECURITIES LLC in New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/22/2021 - Present
Piper Sandler & Co. (Boston MA)
NY
09/12/2006 - 03/07/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 05/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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