Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wayne Askins is a financial advisor at Synovus Securities, Inc. with over 20 years of experience in the financial industry. Jeffrey has held prior roles with LPL Financial LLC, Moors & Cabot, Inc. and BB&T Investment Services, Inc. Jeffrey has a strong track record of providing comprehensive financial advice to a variety of clients, including individuals, families, corporations, and charitable organizations. Jeffrey specializes in developing personalized financial plans and providing investment management services. Jeffrey is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Jeffrey is also a member of the Tallahassee Regional Estate Planning Council and the Kiwanis Club of Tallahassee.
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.
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.
Tax related services, administrative services
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
07/15/2021 - Present
Synovus Securities, Inc. (PORT CHARLOTTE FL)
FL
12/15/2011 - 02/21/2019
LPL FINANCIAL LLC (TALLAHASSEE FL)
FL
06/11/2010 - 12/15/2011
MOORS & CABOT, INC. (TALLAHASSEE FL)
FL
01/27/2009 - 04/13/2010
BB&T INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
04/28/2004 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (TALLAHASSEE FL)
NA
08/20/1985 - 12/31/1989
EQUITY SERVICES, INC.
BOTH
Issued 06/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Askins is the right advisor for you? Invested Better is here to help.
