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 Teran is a financial advisor with Raymond James Financial Services Advisors, Inc. located in HOLLADAY, UT. Jeffrey has been in the financial services industry for over 18 years. Jeffrey is also a Certified Financial Planner. Jeffrey has passed the Series 66, Series 10, Series 9, Series 27, Series 7 and SIE exams. Prior to joining Raymond James Financial Services Advisors, Inc., Jeffrey worked at FIRST WESTERN ADVISORS. Jeffrey provides financial planning and portfolio management for individuals, businesses, and retirement plans. Jeffrey also provides educational seminars and other advisory services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
11/15/2019 - Present
Raymond James Financial Services Advisors, Inc. (HOLLADAY UT)
UT
12/02/2005 - 02/21/2020
FIRST WESTERN ADVISORS (HOLLADAY UT)
BOTH
Issued 05/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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