Unclaimed
Jeffrey Yves Laborde is a financial advisor with over 20 years of experience in the industry. Jeffrey has been with Raymond James & Associates, Inc. since 2010, having previously worked with E*TRADE SECURITIES LLC, PRINCOR FINANCIAL SERVICES CORPORATION, NEVIS SECURITIES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and UBS PAINEWEBBER INC. Jeffrey holds the Series 7, Series 63, and Series 65 licenses. Jeffrey specializes in providing a variety of financial planning and investment management services to individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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
DC
04/20/2010 - Present
Raymond James & Associates, Inc. (WASHINGTON DC)
DC
10/13/2006 - 04/28/2010
E*TRADE SECURITIES LLC (WASHINGTON DC)
FL
12/14/2005 - 10/10/2006
PRINCOR FINANCIAL SERVICES CORPORATION (MIRAMAR FL)
GA
06/14/2005 - 01/31/2006
NEVIS SECURITIES, LLC (ATLANTA GA)
NY
10/25/2001 - 08/13/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/07/1999 - 08/07/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1999
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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