Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Jeffress has been in the securities industry for over 20 years. She is a registered principal with Series 24, 28, and 53 licenses, and holds Series 7 and 99TO registrations. Anne is currently employed at Jacques Financial, LLC.
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.
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.
1
2
MD
09/26/2001 - Present
Jacques Financial, LLC (ROCKVILLE MD)
BC
Issued 03/12/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/07/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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