Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Matthew Bistrong is a financial advisor with Guggenheim Securities, LLC. Jeffery is a registered representative in Massachusetts. He has been in the securities industry since October 8, 2000 and has held past positions at firms including HARRIS WILLIAMS, TUCKER ANTHONY INCORPORATED and FLEETBOSTON ROBERTSON STEPHENS INC. Jeffery holds FINRA Series 7, 24 and 63 licenses and the SIE exam. He has previously worked in the Boston, MA and San Francisco, CA areas.
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.
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2
MA
05/11/2022 - Present
Guggenheim Securities, LLC (Boston MA)
MA
04/18/2003 - 01/03/2020
HARRIS WILLIAMS (BOSTON MA)
MA
11/12/2001 - 12/31/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
12/01/1999 - 11/07/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
CA
02/13/1997 - 01/05/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
BC
Issued 08/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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