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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 Charlton Clough is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey has been with Natixis Advisors, LLC since 2007 and has held various positions including Investment Advisor Representative. Prior to his current role, Jeffrey worked at MFS Fund Distributors, Inc. Jeffrey holds a Series 6, 7, 24, 26, 31, 63, and 65 licenses and is registered in multiple states. Jeffrey is a financial professional who is dedicated to providing clients with comprehensive financial services to help them achieve their financial goals.
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.
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.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
1
2
MA
10/18/2007 - Present
Natixis Advisors, LLC (BOSTON MA)
MA
03/09/1999 - 09/18/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 03/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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