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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 Brill is a registered investment advisor representative with over 18 years of experience in the financial services industry. Jeffrey has been with Morgan Stanley since 2009 and has experience in a wide range of financial services, including investment advisory services, portfolio management, and financial planning. Jeffrey has held numerous licenses and certifications, including the Series 3, Series 7, Series 9, Series 10, Series 31, and Series 66. Jeffrey is registered in several states including Texas, Virginia, and Washington D.C., and works with clients across the country. Jeffrey is committed to providing his clients with personalized financial advice and services that meet their individual needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
02/14/2022 - Present
Morgan Stanley (Washington DC)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
09/09/2004 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
BOTH
Issued 09/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/2004
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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