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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 Mossbarger is a financial advisor at Janney Montgomery Scott LLC. Jeffrey has been in the financial services industry since 1984 and has extensive experience in providing financial advice to individuals, families, and businesses. Jeffrey holds a variety of licenses and registrations, including Series 7, 63, 65, and 8, as well as principal licenses. Jeffrey's areas of expertise include financial planning, portfolio management, and investment advisory services. Jeffrey is committed to providing clients with personalized financial advice and guidance.
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.
Fee plus commission
1
2
OH
04/19/2016 - Present
Janney Montgomery Scott LLC (Cincinnati OH)
OH
11/10/2005 - 04/21/2016
WELLS FARGO ADVISORS, LLC (CINCINNATI OH)
OH
06/18/1984 - 12/08/2005
ADVEST, INC. (MIDDLETOWN OH)
NA
05/25/1984 - 06/15/1984
VERCOE & COMPANY, INC.
IA
Issued 05/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/16/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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