Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Slevin has been in the financial industry since September 1985 and is currently registered as a Registered Representative with Park Avenue Securities LLC. Jeffrey has worked for multiple firms throughout his career, including Guardian Investor Services Corporation, Cadaret, Grant & Co., Inc., W.D.R. Equity Resources, Inc., and Cigna Securities, Inc. Jeffrey holds licenses for Series 6, Series 63, Series 22, and Series 65 exams, and is registered in multiple states for both Broker-Dealer and Investment Advisor licenses. Jeffrey also has previous experience in insurance as well as owning a real estate company.
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
NJ
09/02/2021 - Present
Park Avenue Securities LLC (PARAMUS NJ)
NY
02/09/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/05/1995 - 12/31/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
09/28/1990 - 01/05/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
11/09/1989 - 10/03/1990
W.D.R. EQUITY RESOURCES, INC.
PA
02/04/1986 - 12/14/1989
CIGNA SECURITIES, INC. (RADNOR PA)
NA
09/15/1982 - 02/08/1983
CIGNA SECURITIES, INC.
IA
Issued 01/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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