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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 Thorne Sloan is a financial advisor with Raymond James & Associates, Inc. based in Conshohocken, PA. Jeffrey has been in the industry since 1996 and has experience working with Deutsche Bank Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Distributors, Inc., Delaware Distributors, L.P., and OppenheimerFunds Distributor, Inc. Jeffrey is registered with the state of Pennsylvania as both a Broker/Dealer and an Investment Advisor Representative. Jeffrey holds Series 63, 65, 7, and SIE securities licenses. Jeffrey is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Jeffrey offers a range of financial services including financial planning, portfolio management, and educational seminars.
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
PA
01/08/2023 - Present
Raymond James & Associates, Inc. (Conshohocken PA)
PA
10/31/2011 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (PHILADELPHIA PA)
PA
11/27/2003 - 10/31/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EXTON PA)
PA
12/31/2000 - 11/12/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
11/16/1998 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NY
11/08/1993 - 07/13/1998
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
IA
Issued 12/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1993
Series 7 - General Securities Representative 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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