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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 Dawkins is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Jacksonville, FL. Jeffrey has been in the financial services industry since 2005 and has worked with a variety of clients, including individuals, businesses, and institutions. Jeffrey's expertise lies in investment management, financial planning, and retirement planning. Jeffrey holds the Series 7, Series 9, Series 10, and Series 66 licenses. Jeffrey also serves as the Board Member of the Paxon Golden Eagles Parents Association.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/21/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
10/25/2010 - 05/20/2014
TD AMERITRADE, INC. (PONTE VEDRA BEACH FL)
FL
11/04/2009 - 10/20/2010
METLIFE SECURITIES INC. (JACKSONVILLE FL)
FL
11/10/2005 - 04/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 12/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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