Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tuckel is a financial professional with over 18 years of experience in the financial services industry. Jeffrey is currently registered with Truist Securities, Inc. Jeffrey has held previous positions with Mizuho Securities USA LLC, Wells Fargo Securities, LLC and Credit Suisse Securities (USA) LLC. Jeffrey holds licenses for Series 7, Series 63, Series 79TO, Series 99TO and the SIE exam. Jeffrey is registered to sell securities in 52 states and the District of Columbia.
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.
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.
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2
NC
09/22/2021 - Present
Truist Securities, Inc. (CHARLOTTE NC)
TX
09/12/2018 - 09/07/2021
MIZUHO SECURITIES USA LLC (HOUSTON TX)
CA
11/02/2009 - 10/15/2018
WELLS FARGO SECURITIES, LLC (LOS ANGELES CA)
CA
08/11/2004 - 02/25/2009
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
BC
Issued 02/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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