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William Tillman Jeffery is a financial advisor professional located in Florence, AL. They specialize in financial advisory. With over 40 years of experience, they bring deep expertise to every client.
William Tillman Jeffery - Morgan Stanley holds an active professional license (FINRA CRD) for your protection.
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William Tillman Jeffery is a financial advisor based in Florence, Alabama, with 40 years of experience in the financial services industry. He is affiliated with Morgan Stanley and holds a FINRA CRD license number 1457928, which enables him to provide investment advice and manage client portfolios. With four decades of professional experience, Jeffery brings extensive knowledge to financial planning and investment management for his clients.
William Tillman Jeffery's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority and authorized to provide investment advisory services. This registration means he has passed required examinations and is subject to FINRA oversight and regulatory compliance standards. The license demonstrates his qualification to manage investments and offer financial guidance to clients, with his activities monitored by FINRA to ensure adherence to industry rules and ethical standards.