Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bruce Saef is a registered representative with Blackrock Investments, LLC. Jeffrey has been in the securities industry since November 23, 2007 and has a Series 7, Series 24 and Series 63 license. Jeffrey is registered in 53 states and the District of Columbia. Jeffrey was previously employed at MBSC Securities Corporation and Fidelity Investments Institutional Services Company, Inc..
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
MA
05/21/2014 - Present
Blackrock Investments, LLC (BOSTON MA)
MA
02/10/2009 - 01/23/2014
MBSC SECURITIES CORPORATION (BOSTON MA)
MA
12/20/2006 - 07/02/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (BOSTON MA)
BC
Issued 06/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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