Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Caufield is a financial professional with experience in the industry since 2015. Jeffrey is currently registered with Allstate Financial Services, LLC and holds Series 6, 63, and SIE licenses. Jeffrey is registered in North Carolina.
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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NC
07/12/2023 - Present
Allstate Financial Services, LLC (Murphy NC)
NC
01/24/2014 - 12/31/2021
ALLSTATE FINANCIAL SERVICES, LLC (Murphy NC)
BC
Issued 02/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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