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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 Plummer is a financial advisor with over 34 years of experience in the industry. Jeffrey is currently registered with Park Avenue Securities LLC and has a broad range of experience across various financial services. Jeffrey's primary focus is providing financial advice and planning services to individuals, high-net-worth individuals, and charitable organizations. Jeffrey is also a registered investment advisor, offering investment management services to individuals and businesses. Jeffrey is committed to providing personalized financial advice and working with clients to 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
03/19/2024 - Present
Park Avenue Securities LLC (Saint Louis MO)
NC
06/29/2007 - 12/04/2009
SIGNATOR INVESTORS, INC. (CHARLOTTE NC)
NC
08/25/2004 - 07/03/2007
AXA ADVISORS, LLC (CHARLOTTE NC)
NY
12/20/1996 - 09/02/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
DE
03/17/1995 - 12/20/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
VT
02/15/1995 - 03/17/1995
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
09/12/1989 - 01/13/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
09/12/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BOTH
Issued 05/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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