Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery McFadden is a securities professional with over 25 years of experience in the financial industry. Jeffery is currently registered with Wedbush Securities Inc. as a registered representative. His registration with Wedbush Securities Inc. began on April 24, 2023. Prior to this, Jeffery was registered with PFS INVESTMENTS INC. from January 6, 1998, to April 12, 2001. Jeffery holds the following licenses: Series 6, Series 7TO, Series 63, Series 99TO and SIE. Jeffery specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/24/2023 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
GA
01/06/1998 - 04/12/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2024
Series 99TO - Operations Professional Examination
BC
Issued 04/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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