Unclaimed
Brian Jeffery is a registered representative with Allstate Financial Services, LLC. Brian has been in the financial services industry since August 2008. Brian is licensed in Colorado, Maryland, and New Jersey. Brian holds the Series 6 and SIE licenses.
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
NJ
07/23/2014 - Present
Allstate Financial Services, LLC (GLASSBORO NJ)
NJ
10/24/2012 - 07/24/2014
PRUCO SECURITIES, LLC. (MARLTON NJ)
NJ
08/14/2008 - 10/19/2012
NATIONAL PLANNING CORPORATION (MEDFORD NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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