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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Muzzy? Claim Your ProfileMuzzy O Jackson is an investment advisor representative currently associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Muzzy Jackson has been in the industry since October 21, 2010. Muzzy Jackson's professional designations include Series 66, Series 7, and SIE. Muzzy Jackson is registered with 32 states and the District of Columbia. The advisor also holds investment advisor registrations in Florida and Texas. Muzzy Jackson specializes in providing portfolio management for individuals and businesses, as well as pension consulting and educational seminars. The advisor is also registered to provide selection of other advisers.
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
04/19/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
BOTH
Issued 01/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2010
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
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