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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 Parsons is a financial advisor with Cambridge Investment Research Advisors, Inc. Jeffrey has been in the financial services industry since March 1988 and has a wide range of experience. Jeffrey has also held positions at LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, JEFFERSON PILOT SECURITIES CORPORATION, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, EQUITY SERVICES, INC., PARK AVENUE SECURITIES LLC, GUARDIAN INVESTOR SERVICES CORPORATION, W. S. GRIFFITH & CO., INC., G. R. PHELPS & CO., INC., EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Jeffrey holds Series 7, 6, 24, 26, 51 and 63 securities licenses as well as a Series 65 investment advisor license and is a Chartered Financial Consultant. Jeffrey's experience in the financial services industry and his qualifications make him a valuable resource for investors seeking financial 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.
Solicitation fees from 3rd party money managers
1
2
NH
04/01/2021 - Present
Cambridge Investment Research Advisors, Inc. (Concord NH)
NH
02/14/2018 - 04/08/2021
LPL FINANCIAL LLC (CONCORD NH)
MA
08/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (NORTH READING MA)
NH
05/01/2006 - 09/07/2007
JEFFERSON PILOT SECURITIES CORPORATION (CONCORD NH)
MA
08/31/2004 - 05/02/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/31/2004 - 05/02/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
VT
10/15/2003 - 09/01/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
05/03/1999 - 10/02/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/08/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
12/15/1993 - 04/20/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
04/05/1991 - 12/31/1993
G. R. PHELPS & CO., INC.
NY
03/02/1988 - 08/22/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/02/1988 - 08/22/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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