Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William-Powers Tuttle is a financial advisor with over 10 years of experience in the industry. Jeffrey is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Stuart, Florida. Jeffrey's previous employers include TD Ameritrade, Inc., Morgan Stanley, Scottrade, Inc., and Edward Jones. Jeffrey holds Series 7, 9, 10, and 66 licenses. Jeffrey works with clients in various states across the country.
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
09/18/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STUART FL)
FL
01/03/2019 - 12/11/2020
TD AMERITRADE, INC. (STUART FL)
FL
05/18/2018 - 09/10/2018
MORGAN STANLEY (STUART FL)
FL
12/02/2014 - 03/08/2018
SCOTTRADE, INC. (STUART FL)
FL
09/30/2010 - 12/09/2014
MORGAN STANLEY (VERO BEACH FL)
FL
07/12/2010 - 08/16/2010
EDWARD JONES (JENSEN BEACH FL)
BOTH
Issued 7/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/11/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/4/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2010
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
Not sure Jeffrey Tuttle is the right advisor for you? Invested Better is here to help.
