Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zebradee? Claim Your ProfileZebradee Isadore Jackson is a financial advisor in Maumee, OH, with over 20 years of experience in the industry. Jackson currently works at Osaic Wealth, Inc. and Raymond James Financial Services Advisors, Inc. Jackson's previous employers include Citizens Securities, Inc., Primevest Financial Services, Inc., Fifth Third Securities, Inc., Salomon Smith Barney Inc., and MFI Investments Corp. Jackson is a licensed Series 6, 7, 63, and 65 licensed professional. Jackson provides a range of services, including financial planning, portfolio management for individuals and businesses, 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/24/2025 - Present
Osaic Wealth, Inc. (Maumee OH)
OH
10/18/2012 - 06/22/2020
CITIZENS SECURITIES, INC. (TOLEDO OH)
OH
04/13/2010 - 11/01/2012
PRIMEVEST FINANCIAL SERVICES, INC. (LIMA OH)
OH
06/24/2002 - 01/14/2010
FIFTH THIRD SECURITIES, INC. (TOLEDO OH)
NY
07/10/2000 - 06/06/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
OH
05/19/1997 - 08/27/1998
MFI INVESTMENTS CORP. (BRYAN OH)
IA
Issued 03/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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