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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan McNaughton is a registered representative with Equitable Advisors, LLC. Jeffrey McNaughton has been in the financial services industry since November 27, 1987. Jeffrey McNaughton is currently registered with Equitable Advisors, LLC in Arkansas, California, Colorado, Florida, Kentucky, Louisiana, Massachusetts, New York, Ohio, Oklahoma, and Texas. Jeffrey McNaughton was previously registered with The Equitable Life Assurance Society of the United States, Lehman Brothers Inc., and Bogert Funds Incorporated.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/15/1994 - Present
Equitable Advisors, LLC (DALLAS TX)
NY
08/12/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
09/20/1988 - 04/28/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/26/1985 - 08/30/1988
BOGERT FUNDS INCORPORATED
IA
Issued 05/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/25/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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