Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cornell is a financial advisor who has been in the industry since 1989. Currently, Jeffrey Cornell is a registered representative at Raymond James & Associates, Inc. and Morgan Stanley. In the past, Jeffrey Cornell has worked at Wachovia Securities, LLC, First Albany Corporation, Gruntal & Co., L.L.C., PaineWebber Incorporated, Prudential Securities Incorporated, Shearson Lehman Hutton Inc., and First Alliance Securities, Inc. Jeffrey Cornell specializes in providing a range of financial services, including financial planning, portfolio management, and selection of other advisors. Jeffrey Cornell has an established track record and has been involved in assisting various client types, including individuals, corporations, and pension plans.
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.
Please see note in schedule d - miscellaneous
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
10/28/2016 - Present
Raymond James & Associates, Inc. (Fort Lauderdale FL)
MO
08/05/2000 - 01/24/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/20/1999 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
06/17/1992 - 08/27/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
09/13/1991 - 06/03/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/26/1990 - 09/19/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/04/1989 - 04/17/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
05/23/1989 - 07/15/1989
FIRST ALLIANCE SECURITIES, INC.
IA
Issued 01/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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