Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey W Bail is a financial advisor with Edward Jones. Jeffrey has been in the financial industry since 2013. Jeffrey is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Jeffrey has a Series 7, Series 63, and Series 66 license. Jeffrey is also registered as an investment advisor representative in Ohio and Texas. Jeffrey has experience with a variety of clients, including individuals, corporations, and charitable organizations. Jeffrey specializes in providing financial planning services, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
12/19/2018 - Present
Edward Jones (ONTARIO OH)
OH
11/13/2015 - 12/01/2015
CETERA INVESTMENT SERVICES LLC (East Liverpool OH)
OH
04/04/2013 - 11/18/2015
INFINEX INVESTMENTS, INC. (EAST LIVERPOOL OH)
BOTH
Issued 06/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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