Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Vaughn is a financial advisor with over 6 years of experience. He is a registered representative of Fidelity Personal and Workplace Advisors and holds the Series 66, Series 7, and SIE licenses. Jeffrey has a proven track record of providing investment advice and financial planning to individuals and businesses. He is committed to helping clients achieve their financial goals, and he takes a personalized approach to ensure that each client's needs are met. Jeffrey has previously worked at J.P. Morgan Securities LLC and Morgan Stanley.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
IL
11/15/2019 - Present
Fidelity Personal AND Workplace Advisors (GENEVA IL)
IL
07/10/2017 - 05/17/2019
J.P. MORGAN SECURITIES LLC (WHEATON IL)
IL
07/29/2016 - 07/12/2017
MORGAN STANLEY (OAK BROOK IL)
BOTH
Issued 08/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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