Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stuart Malavsky is a financial advisor with over 25 years of experience in the industry. Jeffrey is registered with Stifel, Nicolaus & Company, Inc., a firm headquartered in St. Louis, Missouri. Jeffrey's previous roles include positions at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Jeffrey holds licenses for Series 63, SIE and Series 7 exams. Jeffrey specializes in providing financial planning, pension consulting and portfolio management services. Jeffrey is registered to provide investment advice in 34 states and jurisdictions and has held previous registrations in 13 additional jurisdictions.
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
FL
03/22/2010 - Present
Stifel, Nicolaus & Company, Inc. (FORT MYERS FL)
FL
01/01/2008 - 03/29/2010
WELLS FARGO ADVISORS, LLC (FORT MYERS FL)
FL
03/03/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT MYERS FL)
BC
Issued 01/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
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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