Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Coffin is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with CFD Investments, Inc. and has held previous registrations with CAPITAL SELECT INVESTMENTS CORP. and PRUCO SECURITIES CORPORATION. Jeffrey has a Series 6, Series 22, and Series 63 license and holds registrations in Indiana and North Carolina.
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
IN
10/01/2008 - Present
CFD Investments, Inc. (BLOOMFIELD IN)
IN
03/07/2002 - 11/24/2008
CAPITAL SELECT INVESTMENTS CORP. (BLOOMFIELD IN)
NJ
07/05/1983 - 02/13/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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