Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Paul Barrett is a registered representative with Bancroft Capital, LLC, headquartered in FORT WASHINGTON, PA. Jeffery has been in the industry since 2019, and holds Series 66, Series 7TO and SIE licenses. Jeffery has experience working with high net worth individuals and corporations, providing financial planning and pension consulting services. Jeffery can assist you with your financial planning needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
06/04/2019 - Present
Bancroft Capital, LLC (FORT WASHINGTON PA)
BOTH
Issued 06/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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