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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Dean Korte is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., having joined the firm in June 1987. Jeffry has been in the financial industry since July 1986. Jeffry holds both Series 63 and 65 licenses and is registered in 42 states and 2 territories. Jeffry is also licensed as an Investment Adviser Representative in Idaho and Texas. Jeffry has a diverse client base that includes individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jeffry's firm provides a variety of advisory services, including portfolio management, financial planning, and pension consulting.
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
AZ
04/11/1990 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCOTTSDALE AZ)
NA
01/02/1987 - 06/25/1987
ROBERT W. BAIRD & CO. INCORPORATED
NA
07/23/1986 - 06/16/1987
NML EQUITY SERVICES, INC.
IA
Issued 01/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
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
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