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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 Scott Tiedge is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Raymond James & Associates, Inc. and has previously been registered with Wedbush Securities Inc. and Morgan Stanley & Co., Incorporated. Jeffrey holds the Series 3, 7, 9, 10, 63 and 65 licenses, and is registered in 37 states. Jeffrey specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Please see note in schedule d - miscellaneous
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
CA
03/24/2023 - Present
Raymond James & Associates, Inc. (PALM DESERT CA)
CA
01/14/2015 - 04/12/2023
WEDBUSH SECURITIES INC. (INDIAN WELLS CA)
ID
04/02/2007 - 03/13/2008
MORGAN STANLEY & CO., INCORPORATED (BOISE ID)
ID
07/18/1995 - 04/02/2007
MORGAN STANLEY DW INC. (BOISE ID)
NY
04/23/1986 - 07/25/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/17/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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