Profil
Mr. Jeffrey S.
Sills is a President & Chief Executive Officer at FSC Securities Corp.
Early in his career, he served as Senior Vice President of Wealth Management at Smith Barney and National Director of Personal Financial Planning Sales at Shearson Lehman.
Later, he was named Executive Director of the Member Advice and Resource Group of USAA in the San Antonio, Texas area, where he managed the Wealth Management buildout and oversaw all enterprise advice and guidance standards for over 1,800 advisors.
After being recruited to integrate three Capital One broker-dealer acquisitions, he consolidated the firms into one cohesive entity and increased the sales force by 70 percent in two years.
He received an MBA in strategic leadership from the Lerner School of Business and Economics at the University of Delaware, holds the Certified Financial Planner designation, and has been a Registered Corporate Coach and Chartered Financial Consultant.
He also holds Series 7, 8, 24, 63, and 65 securities licenses, as well as life, variable annuity, and health insurance licenses.
Postes actifs de Jeffrey Sills
| Sociétés | Poste | Début |
|---|---|---|
FSC Securities Corp.
 FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Directeur Général | 01/10/2021 |
Anciens postes connus de Jeffrey Sills
| Sociétés | Poste | Fin |
|---|---|---|
US Fiduciary, Inc.
 US Fiduciary, Inc. Investment Banks/BrokersFinance Founded in 2003 by Steven Graubart, US Fiduciary, Inc. is a financial services firm located in Houston, Texas. The firm serves high-end independent financial advisors and their high net-worth and institutional clients. They provide a range of services including managed accounts, broker/dealer services, RIA and alternative investments. Their products include managed accounts, mutual fund and ETF model portfolios and advisor managed portfolios. The firm also provides asset allocation modeling and research, brokerage services and portfolio administration performance reporting services. US Fiduciary has strategic partnerships with RogersCasey, Frontier Asset Management and Greenrock Research. | Directeur en chef des Investissements | 15/03/2009 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
US Fiduciary, Inc.
US Fiduciary, Inc. Investment Banks/BrokersFinance Founded in 2003 by Steven Graubart, US Fiduciary, Inc. is a financial services firm located in Houston, Texas. The firm serves high-end independent financial advisors and their high net-worth and institutional clients. They provide a range of services including managed accounts, broker/dealer services, RIA and alternative investments. Their products include managed accounts, mutual fund and ETF model portfolios and advisor managed portfolios. The firm also provides asset allocation modeling and research, brokerage services and portfolio administration performance reporting services. US Fiduciary has strategic partnerships with RogersCasey, Frontier Asset Management and Greenrock Research. | Finance |
FSC Securities Corp.
FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Finance |
