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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 Morrison is an investment advisor representative with Pathstone, working in the Englewood, New Jersey, branch office. Jeffrey has over 20 years of experience in the financial services industry and is licensed in Pennsylvania. Jeffrey previously worked for PNC Capital Markets, Inc. in Pittsburgh, Pennsylvania and holds the Series 7, 63, and 65 licenses. Jeffrey specializes in providing financial planning, portfolio management, and other investment services to individuals, families, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
09/21/2023 - Present
Pathstone (ENGLEWOOD NJ)
PA
05/01/2002 - 04/02/2004
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
IA
Issued 04/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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